Tools & Resources
See where you stand.
Interactive tools and comprehensive resources to help you understand your financial situation and find support services.
Risk Tolerance Assessment
Understand your investment personality. Our risk profiler helps match your comfort level with the right portfolio strategy. Takes 5 minutes.
Take the AssessmentSpecial Needs Resource Navigator
A comprehensive directory of special needs resources, therapies, and support services. Built from personal experience and organized by location and specialty.
Explore ResourcesClient Tools
Interactive modeling for client planning.
A working library of models used in advisory conversations. Each tool is built and calibrated for a client's situation.
Florida Relocation Calculator
Compare taxes, cost of living, special needs programs, and lifestyle factors between your city and the Emerald Coast.
Open ToolEstate Tax Planning
Compare projected federal estate tax outcomes under two paths — marrying a long-term partner or remaining unmarried. Adjust assumptions and see the dollar impact on heirs in real time.
Open ToolTIPS Ladder Explorer
Stress test how a ladder of Treasury Inflation-Protected Securities inside a Special Needs Trust would fund decades of care under thousands of historical market paths. Built for family discussions with the advisor.
Open Tool