For individuals and couples, our service includes a financial plan using Right Capital software to provide a base case projection for the future. The financial planning software facilitates decisions about retirement planning, tax-efficient distribution strategies, budgeting, and estate planning. An account aggregation feature allows clients to link other financial accounts to Right Capital so clients can have a full picture of their financial situation in one place.
Bridge Financial Technology provides our reports for account performance, asset allocation and other information.
For information about our firm and investment process, see About Sabino