Tools Menu

Orion Statements & Performance Login for Clients

Fantastic technology - 24/7/365 account access and performance info for clients

and integration with Riskalyze and Financial Planning (MGP).


Client Access Portal

Orion is the best performance data that we have ever had access to.  We are glad to be able to offer our clients access to their performance data 24/7/365.  Feedback is always appreciated.

NEW STUFF! 
Way better Statements and Performance tools than at LPL.com

If you don't have a User Name and a Password please give Geoff a call 781-772-2458 or zap him a note.

https://www.balancewealthadvisor.com/team/geoffrey-morrissey

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Professional Relationships (COI website links)

Making Connections that Matter

We believe that professionals who interact with and know each other will do a more comprehensive and thus better job. That’s why we have lunch meetings at our offices several times a year and invite all of the professionals our clients are currently working with including CPAs, accountants, estate attorneys, mortgage brokers and others.

Please, reach out to the other professionals with whom you work and recommend that they meet us.

Our goal is to do a better job for you. 


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Riskalyze - Do you know your risk number?

What is Riskalyze?

Riskalyze is a tool that helps us as advisors identify the risks our clients are exposed to within their portfolios. They use risk numbers to gauge the amount of risk a fund is taking.

The risk number is scaled from 1-99 and is a measurement of potential loss. The higher the number the higher the chance for loss. The Riskalyze team created an algorithm to better understand the scale of risk between funds, one of the variables is Standard Deviation. Standard Deviation is a measurement of volatility in a fund, the higher the standard deviation the more volatile and higher potential of loss. To better understand the importance of volatility, it is vital for a client to identify their risk profile. A conservative investor will have lower volatility in their portfolio compared to an aggressive investor.

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Everplans for clients

Everplans is a simple, step by-step guide through legal, financial, healthcare and personal decisions—a tool that ensures your wishes are met and your loved ones aren’t left with hassles.

Everplans is a service that allows clients to share up to 29 pieces of personal information with anyone that they trust.

It is an initiative for all of 2018 as this is/will be a work in progress for everyone.  We wish that we had this service years ago.

Your Everplan is the easiest, most important plan of your life. Get started today.

Adding information a little at a time and over time deciding on how and when to share the information is probably the best plan of action.

Try it out and let us know what you think.  

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529 Plans - College Savings Plans

An Introduction to 529 Plans. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college costs. 529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code.

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Long Term Care (LTC policies)

What is Long Term Care?

Long Term Care (LTC) goes beyond medical care to include all the assistance you could need if you ever have a chronic illness or disability that leaves you unable to care for yourself for an extended period of time (longer than 90 days). While older people generally require the most long-term care services, 40% of long-term care claims are paid to someone under the age of 64. A young or middle-aged person who has a debilitating illness or accident may also require care.

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LPL Financial Research & Opinions:

By clicking learn more you will be able to access a list of helpful documents to offer you additional financial perspective.

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Fiduciary Focus

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Retirement Plan Tools

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Worksite Financial Solutions

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Partnership with Stratos Wealth Partners our RIA

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Partnership With LPL

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Tax Resources

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Glossary

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