We’re launching into 2018 with many new capabilities we’ve added over the last several months. In the New Year, Hicok Financial Solutions will be offering the following:
Account Balances and Performance – Our new performance and reporting site at http://procoreclient.geowealth.com puts the power in your hands to check balances and the performance of each account or household on a monthly, quarterly or annual basis. You can access this information even more quickly by downloading the ProCore App. We give you instant access to how you are doing and what you are paying.
Risk Assessment – We Riskalyze™ 2017 to both help us understand your risk tolerance and to prompt discussions about risk and reward in your accounts for the New Year.
Financial Planning Software – While we know the human element of financial planning is vital, we’re always on the lookout for valuable technologies that can make our work with your even better. To that end, we added NaviPlan®, the industry’s most powerful and flexible financial software, to our financial planning toolbox. If it’s been more than a year since your last financial planning review and update, let’s get together and apply NaviPlan’s suite of tools to your future.
Testing Financial Planning Technology – We’re also exploring another software program called MaxiFi™. This software solution takes a different approach to financial planning. Instead of focusing on what you need to save to reach your retirement goals, MaxiFi establishes your highest sustainable living standard based on your current income path. It may sound like a subtle shift, but it has the potential to be a more positive way to plan your financial future. Stay tuned as we work with this software and assess its viability. If you are curious about this new technology, let us know. We may be able to include you in our beta testing.
Portfolio Management – TDAmeritrade continues to roll out technology that helps us do our job. Though you may not see the many ways in which they contribute to our work with you, we do want you to know that TDAmeritrade continues to be the best of the four major institutional investment management firms.
Additional Resources – You may have heard about ProCore Advisors by now. This is another change that increases the resources we can put to work for you. Our bench just got much deeper with the addition of two Certified Financial Planners (CFP) and decades of investment management experience. I look forward to telling you about ProCore’s staff in the coming months.
We’ll also be discussing the changes to the tax laws. Know that we will be working with our professional resources to keep you up to date on how these changes may impact you and your financial planning.
Thanks for being our client – we look forward to serving you in the coming year!