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Retirement Planner and Professional Wealth Manager

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Welcome to financeware.com! Our site's goal is to take the doubt out of planning your financial future. Rather than over-simplified risk vs. return analysis, our easy to use analytics allow you to plan your entire financial lifestyle based on real life goals--tangible goals, like buying a boat, retiring early, or traveling more.

 

Designed for collaborative use with professional Advisors, our tools show you the odds of achieving all of your lifetime financial goals. And our services don't end there; once you or your Advisor design the appropriate balance of savings, risk, tax efficiency, asset allocation, spending needs and your personal desires, you can monitor your progress toward meeting your goals and immediately see the effect of short term market movements on your long term goals.

 

Contained in the user manual are helpful hints, directions for how to access and/or use the various tools on the site, detailed help information, and answers to many of your other questions.

 


Learn about our tools
Clicking on the "Tools" under "For Advisors" takes you to a page that briefly describes our Probability Analysis tools, Web Conversion tools, and  desktop tool.

 

 

 

Sign up for a free secure account or Login to an existing account
From the home page, you can also sign up for your free secure account, by clicking on the link:

 

 

You can also log in as an existing user by entering your user name and password in the Existing Users Login fields on the right side of the homepage.

 

 

 

 

Search Advisor Directory

Clicking the link pictured to the right takes you to the Advisory Directory search page.  From this page, you can search the financeware.com Advisor directory for local Advisors and Choice Advisors.