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WEALTHWISE MAPPING

Information Available: Interactive planning tool, consolidated net worth summary, status of  your debt management, investment, retirement, insurance, education, tax and estate plan strategies

Accounts Viewable: All accounts held at most institutions (automatic links available)

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ACCOUNT DETAIL

Information Available: Account information, online documents, portfolio management solutions and trading, market research, quotes, news, ability to change paperless document preference

Accounts Viewable: All accounts held on the LPL Financial platform (i.e. advisory accounts)

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PERFORMANCE MONITORING

Information Available: Wealth reporting that includes access to consolidated holdings and performance values for both Pershing and non-Pershing accounts

Accounts Viewable: Most accounts managed through you’re WealthWise Advisors relationship

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ESTATE PLANNING

Information Available: We’re enabling every client to create a plan that’s customized to fit their needs, their life, and their legacy.

 

Additional Costs:  $0.  We believe that every family needs an estate plan that’ll execute their wishes and provide a seamless transition of their wealth to their intended heirs.


*Trust & Will is not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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RIGHTCAPITAL FINANCIAL PLANNING TOOL INFORMATION

(WEALTHWISE MAPPING)


RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism.

A financial planning solution that makes the complex clear

RightCapital's software is built to make the financial planning process a breeze for advisors and clients. Our tools and support will help you advance your practice and grow your business. Together, we can build a clear game plan to help your clients work toward their financial goals.

Real plans for real people

RightCapital's on a mission to challenge the stagnant financial planning solutions of the past, the dynamic Chen brothers built RightCapital from inside their garage and launched the company in 2015. Years later, RightCapital has kept it real by helping thousands of advisors grow their businesses and set up their clients for financial independence. RightCapital is a positive, forward-looking team with a solution that simplifies even the most complex elements of financial planning, so anyone can understand how to plan for their future.


Prioritizing Your Goals and Working Toward Optimizing Your Outcome Over Time


Plan Intelligently


Easy Access to Your Finances ANYWHERE, ANYTIME


What's Your Customized Tax-efficient Distribution Strategy?


Start Creating Your WealthMap Today...

If you're ready to create a strategy for pursuing your goals and to have a structured approach for managing them over time, feel free to start your wealthmap process by clicking the link below.  

START YOUR WEALTHWISE MAP

Want to Learn More?

If you want to schedule a discovery call to discuss your scenario and how our services may fit your needs, feel free to click the button below to schedule a date and time

SCHEDULE A DISCOVERY CALL

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