My Most Trusted Resources
We partner with the best of breed companies to provide safeguards and relevant information.
Blueleaf helps us communicate with you on a range of financial planning considerations. It makes it really simple for you to see how your finances are doing. It gives you one secure place to see ALL of your accounts, always up-to-date. Blueleaf also helps us securely share information without sending paper back and forth.
Right Capital helps us analyze your financial plans. You can see your personal balance sheet and track your income and expenses. You are also able to see pro forma financial and tax statements.
Riskalyze assists with one of the most important investment decisions: risk. Studies show that humans are risk averse, meaning that loss has a bigger impact on us than returns. Riskalyze shows you how much risk you have in your financial portfolio and provides investment scenario planning in different market cycles.
Dimensional Fund Advisors manages over 500 billion dollars’ worth of investments. Their investment philosophy is grounded by empirical research that markets work, with an emphasis on low costs.
Vanguard is one of the largest passive mutual funds companies in the world!
In addition to being one of the largest custodians, Charles Schwab provides some of the lowest cost Exchange Traded Funds (ETFs).
As one of the largest 403(b) providers for university employees, TIAA provides low-cost mutual funds, making it a great resource for anyone working in higher education.
Alliance Pension Consultants is a retirement plan recordkeeping, administration, and consulting firm committed to providing comprehensive services in the development and maintenance of qualified retirement plans.