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Home
Services
- Planning
  - Retirement
    Breaking down complex business processes and redesigning them to bring more value than ever before.
  - Risk Assessment
    Creating a better customer experience wherever, whenever, and however.
  - FinTech Services
    Driving better customer experiences in any channel or business process.
  - View Our Services
- Individuals & Industries
  - 401(k) Plans
    Banks & Financial Institutions face a challenging & dynamic environment with…
  - Wealth Accumulation
    We drive innovation for many of the world’s largest and well-known travel companies…
  - Financial Software
    Our 20 years of history in serving the world’s leading software providers have given us an edge in engineering products.
  - Discover More About Porfolio Risk
- Our Approach
  - 1. Accumulation
    We use technology to assist you in getting maximun gains while at the same time limiting the downside risk to your portfolio. Intermixing data and experience, along with understanding regulation is what separates our firm from the rest.
  - 2. Growth
    Growth is relative term. It needs measured against something. We work hard to gain the best outcome for beating the benchmark averages while at the same time limiting your downside risk.
  - 3. Distribution
    Knowing when to take money out of your portfolio and spent it or give it to the next generation is not just a formula, it takes thoughtful planning and is unique to each client’s situation.
Financial Books
- Doctor’s Wealth Preservation Guide
- Peace of Mind Planning
- Doctor’s Wealth Preservation Guide
- 21st Century Advisor
- Retiring Without Risk
FAQs
- Affiliates
News

Archive for tag: Family

Wealth Preservation Education > Recent News > Family

September 14, 2018
News Retirement

The “Coolest” Calculator to Determine Actual Fees in Mutual Funds

September 14, 2018
News Retirement

I’m a big fan of using calculators to help clients determine the “real-world” math supporting the use of various wealth-building tools. One of my favorite software tools is the OnPointe Investment Risk Analyzer program. The software helps consumers determine their own individual investment risk tolerance and then can be used to score investments. OnPointe can also be used to put together the right...

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Archive for tag: Family

The “Coolest” Calculator to Determine Actual Fees in Mutual Funds

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