Modern Technology. Modern Portfolios.

 

Modern Technology equals using the latest and greatest platforms to provide you online account access 24/7, client portals to exchange documents and forms, reporting, and online financial plans that change and grow as you do.

Modern Portfolios are what we provide through low-cost investments, transparent & low fees, efficient trading, rebalancing, & tax-loss harvesting.

 

SERVICES:

  • Financial Planning
  • Investment Management
  • Risk Assessment
  • Retirement Planning

 

Managed Accounts:

Non-Retirement Accounts:

  • Goal-based allocation
  • Discretionary Taxable
  • Non-discretionary Taxable

Savings:

  • College Savings (529 plans)
  • Money Markets
  • CDs

Account Types:

  • Individual
  • Joint
  • Trust

Retirement Accounts:

  • Traditional IRA
  • Roth IRA
  • 401k Rollovers
  • SEP IRA