Strategic Partners & Technology

Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

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Our Technology Partners

Fidelity Clearing Solutions: Custodian of your investment account

 Envestnet: Technology organization dedicated to providing digital access to your accounts, portfolio tools, and performance reporting.

Envestnet PMC: Monitors the performance of the products and investment managers available on Envestnet.

Wealthscape Investor Mobile App: Track and monitor your investment accounts with NYLIFE Securities and Eagle Strategies in the palm of your hands.

 eMoney: Your personal financial dashboard and website, courtesy of Sunny Financial Strategies. This is the main financial planning software we use that will also aggregate all external accounts. Some examples include:

  • Asset and Liabilities Assessment

  • Income and Expenses Analysis

  • Cash Flow Projections

  • Tax Planning Expertise

  • Retirement Accounts, Insurance, Bank Accounts, etc.


Our Location


475 North Martingale Road
Suite 1250
Schaumburg, IL 60173

Where We Do Business


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