T E C H N O L O G Y    P L A T F O R M S

Term Quoter  

Want to purchase the life insurance you need? Want to get a competitive price shopped from up to 60 quality companies in less than 10 minutes? Then our Term Quoter is the answer. Intelligent, responsive, and easy to navigate, our Term Quoter system brings the best of the life insurance industry right to your computer.                                                                                                                                                                                                                                                                       

The Term Quoter is a separate entity from and is not a part of Curt Howard Wealth Management & Insurance Solutions, LPL Financial or Golden State Wealth Management and is not affiliated with Curt Howard Wealth Management & Insurance Solutions, LPL Financial or Golden State Wealth Management.                                                                                                                                                                                        

Riskalyze

The Risk Number^® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the 
Nobel Prize for Economics. It assists in engineering the risk in a portfolio to fit your unique and individual risk preferences.

Total Wealth Solution

Total Wealth Solution organizes your financial life. It’s your own digital, personal, wealth management portal.  Wherever you are, whatever device you’re on, if you have an internet connection, you have access to your up to date financial life.

The Total Wealth Solution site gives you the following items:

• Dashboard - A consolidated view of your financial life
• Spending – Track your spending on a daily basis
• Budgeting – Optimize your financial plan by establishing and sticking to a budget
• Investments – Review, track and analyze your investments with interactive charts
• Workshops – Sessions to help you understand the impact of your financial decisions and your progress toward making your goals a reality
  
• Education - An extensive library of videos, articles and other resources available to increase your financial knowledge
  
  View Video Here (2 min.15 sec.)
  
  

Account View

Account View is your secure, 24-hour, online access to your LPL investment account information which can be accessed from a computer, tablet or smartphone.

• All features are available at no charge to you 
• Simple enrollment takes just five minutes or less
• eDelivery opt in for paperless statements, trade confirmations, quarterly performance reports, and prospectuses. 
  
  

Tax Resources

Tax Calendar, Forms, Publications, Rates

Useful Links

Retirement Systems, Market News, Financial Calculators, Stock and Market News