Client Resource Library
Here you'll find...
- Valuable, in-depth guides to educate and help you take charge of your true wealth.
- A link to helpful how-to videos
- Links to the various tools we offer, and more!
A video library to help you better understand your financial management options and how to efficiently use many of the tools we offer
Click on the below icons to access our additional client resources.
We often spend time to educate our clients and provide many different resources and tools. It is a way we can add value and connect all of the dots.
Medicare Education and Guidance
It can be challenging to Navigate the various government programs available to seniors and what their impact can be on overall investment growth, wealth management, budgeting and spending. We help our clients make informed choices about Social Security, Medicare and Health Insurance even before they are eligible.
Healthcare Advocacy and Guidance
As we age, healthcare needs usually increase. We offer a program called PinnacleCare* to help you understand what can be increasingly complicated medical issues and care plans and work as your advocates to keep your medical records organized, and answer questions you may have about diagnosis and which doctors are best for you.
Advocacy in Your Time of Need
Facing decisions about in-home care, assisted living or other short- and long-term care options is never easy. We offer a discounted access to Broadspire® *, to help you and your loved ones make the best informed decisions when a transition is necessary. Broadspire® also provides ongoing care coordination and crisis management and more.
We gather client’s family members together to discuss many different topics important to them. In doing so, we act as a resource for the entire family even if some are not current clients.
Identity theft and fraud protection
Safeguarding financial privacy and security is important for all clients and their older parents. We provide tools and resources that help prevent and deal with identity theft and fraud.
Securing a Plan for Your Family’s Future
Your legacy is so much more than passing on financial well-being to future generations. That’s why we offer EverPlans*, a secure online tool that helps you compile and organize everything from your will, trusts, doctors, and much more. Your legacy is so much more than passing on financial well-being to future generations. That’s why we offer EverPlans*, a secure online tool that helps you compile and organize everything from your will, trusts, doctors, and much more.
What is Everplan?
Life is complicated. Think of Everplan as your personal digital dashboard for your life. Watch the video to learn more.
What is EverSafe?
EverSafe lets you monitor your financial information to keep it secure. It alerts you of unusual activities and gives you the tools to help you resolve the issue. Watch the video to learn more!