RightCapital^®

RightCapital® is a powerful tool we have chosen to help our Comprehensive Financial Planning and Retirement Income Planning clients. Through RightCapital, all aspects of your financial data are consolidated into one secure, protected location. Account balances are updated nightly and can be instantly integrated into a number of reports that can help track progress toward your financial goals. RightCapital is easy to set up and provides:

• Consolidated Planning. View an up-to-date snapshot of your financial and estate plans at your personal RightCapital homepage, available 24/7.
• Remote Collaboration. We can log in at the same time to view your data and discuss the status of your financial plan.
• Document Storage. If you choose, you can store electronic copies of important documents such as wills, trusts, tax returns, deeds to real estate, and insurance policies in your own secure online "vault."
• Mobile App. RightCapital's mobile app allows you to see a comprehensive view of your finances at any point, right from your phone.

We recommend RightCapital to our clients as a way to greatly enhance and simplify their wealth management experience.