Client resources
To help guide your journey
Client resources
Our clients sometimes ask about wealth management vs. financial planning as a smart approach to creating and managing wealth. The simple answer is that you need both, as well as a smart investment strategy and a retirement plan that works for your goals and timeline.
Wealth management vs Financial planning
Resources
Explore our most recent blog posts and sign up for our newsletter to get all the latest information that affects your money. Browse our client resources below to get a better idea of all that we offer as a client-focused firm. We’re happy to answer any questions you might have, so don’t hesitate to contact us with questions or to set up a consultation.
Good Life Asset Strategies uses Schwab for their unmatched levels of customer and advisor support. Using Schwab as our preferred broker gives us access to their large array of investment products, along with personalized support for trusts and high-net-worth individuals.
Interactive Brokers (IB) is the largest electronic trading platform in the U.S. The company is a secure and easy to use brokerage for executing trades on behalf of our clients. In addition, IB provides excellent custodial services for our clients, including back office support, reporting, and privacy that is second to none.
At Good Life, we chose Right Capital for our financial and tax planning software. Right Capital has continuously been ranked among the top financial planning software firms in technology and user interface experience. Partnered with Right Capital, we can help with retirement, education, insurance, budgeting, debt, social security and Medicare strategies. We make getting started easy with digital onboarding and account aggregation.