External Links
Right Capital - Financial Planning Technology
Financial planning software suite of tools. Provides collaborative work environment for clients and advisors.
Nitrogen - Investment Risk Assessment Tool
Advanced analysis tool for assessing client risk capacity and risk preference.
Estate Planning Resources
Hampton Roads Chapter Estate Planning Council (HREPC). Professional organization for attorneys that specialize in estate planning.
National Association of Estate Planners and Councils (NAEPC). Accreditation agency for the Accredited Estate Planner® (AEP) designation.
Charitable Giving - How to Get Started
Hampton Roads Community Foundation (HRCF) provides a range of services to help people choose the right charitable giving strategies, implement them, and match them with charities aligned with donor values and goals.
SavingForCollege.com
SavingForCollege.com. A comprehensive resource for finding and researching educational funding solutions and plans.