Cutting Edge Technology

By using cutting edge technology and resources we are able to provide our clients with complete and cost efficient solutions to their retirement needs.

Plancheckr is an integrated collaborative software used by Plan Sponsors to ensure continual compliance of their retirement plans. It is a comprehensive tool to help Plan Sponsors better understand and mitigate their fiduciary duties.

Our Client Gateway allows plan participants access to weekly market analysis and fund performance data.

Account view provides convenient 24-hour online access to your LPL investment account, including statements, tax documents, trade confirmations and current market data.

A comprehensive wealth planning solution to support every stage of life.

DWA is a registered investment advisory firm based in Richmond VA. They offer extensive investment research and analysis. They use Point and Figure Charting, Relative Strength Analysis and numerous other tools to analyze market data.

The fI360 Toolkit is web-based software that provides analytical, management and reporting features needed to help investment professionals manage and document a prudent investment process. It promotes compliance and provides users with better information.

CFFM specializes in providing the retirement plan industry with investment monitoring services through its toolset. FiRM helps to determine whether the objectives are being met as stated in the Investment Policy Statement with regards to the plan investments. It also documents the analysis and basis for certain fiduciary decisions made.

Morningstar provides stock market analysis, equity, mutual fund, and ETF research, rating and portfolio tools. It is also a good research source for IRA, 401(k) and 529 plans.

Contact Us

Call us at 321-280-8400 or fill out the form below to receive a free and confidential initial consultation.