Tools & Resources
Interactive tools and comprehensive resources to help you understand your financial situation and find support services.
Understand your investment personality. Our risk profiler helps match your comfort level with the right portfolio strategy. Takes 5 minutes.
Take the AssessmentA comprehensive directory of special needs resources, therapies, and support services. Built from personal experience and organized by location and specialty.
Explore ResourcesClient Tools
A working library of models used in advisory conversations. Each tool is built and calibrated for a client's situation.
Compare taxes, cost of living, special needs programs, and lifestyle factors between your city and the Emerald Coast.
Open ToolScore your readiness to sell, keep, or pivot. CEPA-level analysis of value drivers, buyer fit, and post-exit lifestyle funding.
Open ToolModel the financial shock when one spouse passes. Bracket compression, RMD impact, Social Security survivor adjustment, and the years of planning that soften it.
Open ToolDetermine which holdings belong in taxable, traditional IRA, and Roth accounts to maximize after-tax compounding.
Open ToolCalculate what your portfolio actually costs per year: expense ratios, advisory fees, turnover taxes, and hidden spreads. The number that compounds against you.
Open ToolStress test your retirement plan against real historical starting years. See how retiring in 1966 versus 1982 changes the math, and what to do about it.
Open ToolDecide which accounts to draw from first in retirement. Tax-deferred versus Roth versus taxable sequencing can add years to portfolio longevity.
Open Tool