Broker Check

Service Model

MyEndeavor Service Plan

1) Customize Financial Plan / Retirement Plan

  • Assets/Liabilities
  • Income
  • Social Security
  • Insurance and Annuities
  • Long Term Care Costs
  • Annual review 

2) Access to WealthVision Wealth Management System

  • Provide a Personalized Secure Website
  • Access One, Convenient Location for all Your Financial Information
  • Safeguard Important Documents (Financial, Legal, Health, Insurance, etc)
  • Ability to Track and Monitor Your Financial Life
  • Access to Financial Reports such as Cash Flow, Retirement, Investments and more
  • Investment Research at the Click of a Button

3) Portfolio Construction

  • Tactically managed investment portfolios
  • 4 different diversified asset allocation models
  • 2 equity-based investment models
  • Portfolios that adapt to varying market conditions
  • Consistency with Focus on the Big Picture/Long Term

4) RiskAlyze - Customized Risk Tolerance software

5) 401(k) Assistance and Consultation