Client Resources

Equity Trust is the custodian for our clients accounts. We chose them to provide safeguarding of client assets. Equity also allows us to work with a trust company rather than a broker dealer. By working with Equity we have the ability to provide Self Directed IRA's. 

Orion Services integrate with the Equity Client Portal. Orion provides tax cost basis and performance reporting.

Money Guide Pro is Financial Planning Software. It integrates with Orion and is the basis for all of our client recommendations. Through Money Guide we can write a personal financial plan for you, your family and business. We will assess your current financial standing, risk level, asset allocation, needs, wants and wishes to determine the most appropriate path for you.  

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