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Best Online Financial Advisor 2022

Best Online Financial Advisor 2022

Series A led by Softbank

Series A led by Softbank

Fintech of the year

Fintech of the Year

Zoe Certified Advisors

Zoe Certified Advisors

Assets Under Administration

Assets Under Administration

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The Top 5%of Financial Advisors in the Country

Jill Isbell
  • Custom Investment Strategy

    Custom Investment Strategy

  • Background Checked

    Background Checked

  • True Fiduciaries

    True Fiduciaries

  • Comprehensive Financial Planning

    Comprehensive Financial Planning

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Main Goal

Plan for a Better Retirement

Projection15 Years left

55%On track

Human Experts +Powerful Technology

We combine human experts & powerful technology to ensure you're on track for your financial goals.

The Valueof a Great Advisor

A great advisor can increase your annual returns by as much as 3%.

With an advisor

$3,424,237

Without an advisor

$1,693,177
25 Year Investment
25 Year Investment
25 Year Investment

Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years.

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