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Technology tools to help us better serve our clients

We provide a full suite of integrated business tools and technology to support you and improve your financial experience.


Asset-Map provides a comprehensive financial overview that helps empower you to make better decisions by getting on the same page - literally.

  • Visualize all the financial elements of a household on a single page/browser.
  • Receive simple, powerful needs-based analysis within minutes, so you can see  whether you are on-track to funding your most important goals: Loss of life, disability, long-term care, education, and retirement.
  • Get an understanding of your bottom line and what you need to do next, facilitated by a financial professional who knows what's important to you.
eMoney Advisor 

eMoney Advisor 

eMoney is an aggregation software that powers efficient and secure connections, allowing me to create a complete view of my clients’ financial situation and build comprehensive plans using reliable data.  We are able to run reports such as cash flow, income tax, life insurance, and retirement planning, then stress test these plans to see how well they hold up.  The end result is knowing if you’re on track to meet your goals, or what steps you will need to take in order to do so.

Microsoft Teams

Microsoft Teams

Our virtual meeting platform provides a first-class client experience from anywhere, at anytime. Whether it’s from your office, the comfort of your own home, or while you’re traveling, we give you the power and flexibility of having a full meeting experience on your computer, phone or tablet.

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