Wealth eValuator ™

 Do It Yourself, or We Can Assist You

If you favor managing your own investments, Wealth eValuator can save you hours of time every month.  We will set up your account structure for you, and you can enter in your log on information for all accounts and view your reports.  We’ll be there to answer your questions and help you understand the power of this tool.

If you prefer, we can design your financial website and enter and monitor your accounts for you, saving you that time, too. 

Powerful Wealth Planning Features

Would you like to see a projection of your retirement income for the rest of your life?  Are you concerned that you may need life insurance?  Have you planned your estate for your heirs?  These are just a few of the powerful planning modules available to help you manage your finances. 

Affordable

This revolutionary product and service is available for a $1,500 annual fee for a personalized financial website for you and your family.  This includes our assistance in the design and set up of up to 20 asset and liability accounts and on-going support for one year.  If you prefer our staff to perform all the programming and maintenance, your cost is only $2,250 per year.  Individual planning modules for retirement, insurance needs, and others are priced at only $250 each.

Contact Us Today

Click on the Contact Us button at the left and tell us about your interest.  We will respond to your questions and help you get your website up and running, often in less than one week.