the Active Family

We help working couples with school age children that have investment accounts at multiple banks and brokerages. We can guide you to see how your money is invested as a whole, make sure you are properly diversified, and look at what your overall return is on your investments. Between tax preparers, insurance agents, bankers and brokers, sometimes you just need a quarterback to consolidate, oversee, and manage all of your holdings. There can be too many moving parts and diverse inputs.

Our first step is to provide a consolidated view of your accounts and then proceed with combining them as we can at one institution. We can provide you with a secure online portal to view all the accounts, including values and returns, as well as provide a single quarterly statement summarizing all of your investment assets. We can evaluate your family’s current spending which may include: household and personal expenses, school tuition, and insurance expenditures. We can also help you lay out your longer-term goals with regard to college funding for your children, and your own retirement objectives. The information we collect can help us determine if it is a good time to roll funds from a traditional IRA into a Roth IRA, as well as pinpoint areas where you and your family could increase your savings even more. Using our aggregation technology, we are able to include your existing company 401k accounts into our quarterly review and create a portfolio that takes into account all of your assets, those held elsewhere as well as the ones under our direct management. We can maintain contact information for your accountant, attorney and insurance agent and gather all documents in one location so we can review your filed tax returns, insurance needs, and estate documents in connection with our ongoing planning reviews.