Right Capital

We are excited to announce that we have upgraded our financial planning software and the accompanying personalized client website! The new software and client website is called Right Capital.  Once you have your new Right Capital profile, you can begin linking your various financial accounts with outside institutions. Also, there is a free mobile app for Right Capital, so feel free to download this to your benefit!

We are very excited about this upgrade and using it to better serve our clients! If you have any questions about how to get started or just general questions, please do not hesitate to reach out to either myself (danbensman@independentwealthpg.com) or Lauren (laurenstephens@independentwealthpg.com).