To help address the financial questions you may have, one of our goals is to say “We have an app for that!”

These short, web-based self-assessments can be easily viewed on a phone, tablet or PC. Each app is a brief series of questions designed to familiarize you with the topic, and help you decide if scheduling a chat with one of our advisors would be a worthy investment of your time.

So if you have 2-3 minutes to spare, just pick the topic best suited for you!

If you’ve never taken a moment to determine where you’re comfortable on the Risk-Reward spectrum, our Risk Tolerance App can quickly help you identify what mix of investments might be right for you.

If you’re wondering whether it makes good sense to rollover your 401k or IRA to a new firm, our IRA Rollover App can briefly walk you through the finer points you should consider.

If you’re a teacher or public employee with a choice of retirement sponsors, our 403b Integrity App can help you weed out the expensive plans from those with better investments, lower fees, and no hidden commissions or costly surrender charges.

A ROTH Conversion can be a smart way of reducing lifetime taxes, but there are important nuances on how to pay the taxes now in order to achieve tax-free income.

If you’ve never taken a moment to determine where you’re comfortable on the Risk-Reward spectrum, our Risk Tolerance App can quickly help you identify what mix of investments might be right for you.

High net worth investors need special care when it comes to reducing taxes. Our Tax Break App can help uncover tax planning strategies you or your CPA may be overlooking.

With a few briefs clicks, our Estate Planning App can help you quickly determine how you can better safeguard your family’s fortunes from the unexpected, and achieve a better future on your terms.

For those who are philanthropic and over age 70.5, our Savvy Donor App can help you uncover strategies that may offer a win-win opportunity to support your favorite charity and more efficiently reduce your taxes at the same time.

For those owners hoping to sell their business in the years to come, our Exit Planning App is a preview of the coaching Steve Wagner can provide to help you prepare the business for a potential buyer. According to the Exit Planning Institute, 80% of small businesses seeking a buyer fail to do so, and 20% of owners who do complete a sale, report regretting the deal a year later. That’s why having a Certified Exit Planning Advisor® on your team is a critical step in the right direction. And the first step is using this short app!

And for businesses wondering if their 401k is the best possible plan with the lowest fees and best education for participants, our 401k Plan Check App is an easy way to gauge whether your plan needs attention.