Technology has changed the way I do business. When I started (’86), no common internet, a dot matrix printer, DOS desktop computers, and no cell phones! Now, almost any investment information is readily available to not only advisors but the average investor. With this understanding, I have tried to create (with the help of elevateonlinestrategy.com and Sharon from our office) a website that can help you plan like never before! Under the “Resource/Tools” “tab” on the Workman & Associates website you will find some of the best software (in my opinion) to help plan and implement your financial journey.
Whether it is “Right Capital (a full-fledged financial planning software with numerous capabilities), Riskalyze (how “risky” is you current portfolio compare to how much risk you wish to take (we use a questionnaire to determine), “Retirement Questions” (“Where will I live?”, “What will I do?”, etc.) you should be asking 1-3 years BEFORE you retire, having a better understanding of Social Security (we have software to help you determine how to efficiently proceed), having a better understanding of Medicare (we have software to help you determine how to efficiently proceed) or many other capabilities.
Take a look at our Facebook page or Website. On it will be an invitation to a JoinMe webinar for October 31st (Don’t be scared of trying a JoinMe webinar if you’ve never done it. Pun intended since Halloween). Through the month, we will have a Podcast and some video blogs of the podcast with the elevateonlinestrategy.com President who developed our website/Facebook discussing the new website and its features. We will then go over these features and you can ask questions through the JoinMe webinar. Just call the office to register or send Sharon (Sharon.mussleman@lpl.com) an e-mail and she’ll help you register either way.
