Are there any unique services you offer?

Yes.  While many financial planners present a document as a financial plan, in addition to our written summary, analysis, and recommendations, all FPH clients receive access to eMoney, an online platform that enables them to centralize and organize all aspects of their financial lives.  The platform is free for all clients.

Additionally, all ongoing financial planning clients have access to our their own portal to Advyzon - a financial platform that integrates with Charles Schwab to provide performance reporting, secure statement delivery, and unique portfolio management insights. Our own proprietary retirement spending and retirement saving software, Nest Egg Guru, is available to all clients as well. We also offer a unique service that helps clients expeditiously and inexpensively get their estate planning documents drafted and implemented.

For more details, visit our Client Services page.