Technology Tools

eMoney

At Fero Financial, we use the latest in finance management software to give our clients comprehensive, secure, and intuitive control over their entire financial picture. Watch this video to take a quick tour of the software we use.

eMoney

At Fero Financial, we use the latest in finance management software to give our clients comprehensive, secure, and intuitive control over their entire financial picture. Watch this video to take a quick tour of the software we use.

IncomeConductor®

IncomeConductor® is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s® platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.

Watch this video and visit www.incomeconductor.com for more information.

IncomeConductor®

IncomeConductor® is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s® platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.

Watch this video and visit www.incomeconductor.com for more information.

Riskalyze

Feeling uncertain about your investments in today’s market? We use Riskalyze to make sure your portfolio represents your comfort level, not ours. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Watch this quick 1-minute video to see how it works.

Dimensional Fund Advisors

Dimensional Fund Advisors (DFA) is a global investment manager dedicated to implementing the great ideas in finance. Founded in 1981, DFA has a long history of applying academic research to practical investing. Today, they offer a full range of equity and fixed income strategies designed to target higher expected returns. They state, “We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.” Learn more at www.dimensional.com.

Dimensional Fund Advisors

Dimensional Fund Advisors (DFA) is a global investment manager dedicated to implementing the great ideas in finance. Founded in 1981, DFA has a long history of applying academic research to practical investing. Today, they offer a full range of equity and fixed income strategies designed to target higher expected returns. They state, “We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.” Learn more at www.dimensional.com.

Work With a Certified Professional

Rebekah J. Fero, CFP®, AIF®

Work With a Certified Professional

Rebekah J. Fero, CFP®, AIF®