We use a robust financial planning software. As a client, you are encouraged to input your financial data and link outside accounts. As your advisor, the data is extrapolated to the form the quantitative portion of your financial plan. Having an interactive platform allows us to work with data in real time during the meetings as well.
If we decide to transfer your investments, they will be housed at Altruist. Altruist is world class and cutting edge within the advisor community. Altruist offers a desktop and app version to view your investments anytime.
We partnered with a trusted, modern solution for aligning our clients with insurance products. Vaal Financial is not anchored, or captive, to any singular insurance provider. This means we can search the insurance world over to find the best option for you.