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We look forward to speaking with you.  Our clients appreciate our candor and open dialogue. 

Your personal financial website

The WillO Wealth Platform is part of our flagship experience.  Here, you'll have access to a personal, secure financial website where we'll collaborate and visualize your goals.  Log in anytime you like to get the most up-to-date stats on your net worth, progress toward your goal(s), and store important documents in your vault.

For those who like to get down to the nitty-gritty

Access our custodian (NFS) tool to see the latest market trends pertaining to your investments.  Also, you'll find tax documents and several research tools available here.  Wealthscape Investor is also available in a mobile application.

Try the benefits estimator

Whether you need help deciding when to retire or are ready to start the next chapter in your life, we have the tools you need to get started. No need to visit an office — estimate your benefits, apply for retirement, and check your application status online.

The IRS has some helpful tools here

The Interactive Tax Assistant (ITA) is a tool that provides answers to several tax law questions specific to your individual circumstances. Based on your input, it can determine if you have to file a tax return, your filing status, if you can claim a dependent, if the type of income you have is taxable, if you're eligible to claim a credit, or if you can deduct expenses.

Establish an account at VA.gov

Here are some things you can do with an account:

  1. Apply for benefits 
  2. Check your claim status  
  3. Update your address and other contact information across several VA benefits and services 
  4. Check the status of and request help with any benefit overpayments or copay bills you may have 

You can also do these things to manage your health:

  1. Refill prescriptions  
  2. Communicate privately and securely with your health care team 
  3. Request or schedule some health appointments 
  4. Review lab and test results

Set lofty goals...and achieve them

You served with honor and distinction, but there are even better days ahead of you.  Don't settle for an unfulfilling job, while continuing to reflect on the 'good old days' behind you.


Instead, find a career that suits your passion(s) and skills.  Then, look forward to what's ahead.

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