This platform was designed by members of the military for the military. In three simple steps, we can set you on the path to financial freedom. Our platform offers a complete suite of money management tools. No Cost. No Strings.

Step 1: With the Veteran Money Toolkit, you can:

(1) Get an complete accurate picture of your current financial status.
(2) Develop a plan to reach your goals.
(3) Execute your plans (and refine them as necessary).

Whether your goal is to pay off debtbuild an emergency cushion and/or invest in your future, you can use the Veteran Money Toolkit to plan, monitor and achieve your goals every day.

 
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Whether You're Deployed Or Just On The Go, Veteran Money Tools Are Always With You

FEATURES INCLUDE:

Dashboard: A consolidated view of everything you own and everything you owe, updated daily.
Spending: Track spending habits, monitor cash flow and stay on the right financial path.
Budgets: Set budgets and keep track of your progress as you aim to reach your savings goals.
Investments: Interactive charts and detailed summaries of your financial accounts.
Workshops: Understand the impact of your financial decisions and make your goals a reality.
Education: An extensive library of videos, articles, and other resources to increase your financial knowledge.

 

Signing up to use the Veteran Money Toolkit is Easy and Secure.

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Have a question or feedback?

We would like to hear from you. Call us at

239-593-2100

 

How We Use Riskalyze To Serve YOU

 

How Does Riskalyze Work?

Step One: Capture Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process. 

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Step Two: Review Your Current Investments

It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.

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Step Three: Align Your Portfolio to Match

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. 

The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time. 

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Step Four: Stress Test Investments 

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

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Step Five: Meet Your Retirement Goals

Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can to do to increase it.

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Are you ready to invest for retirement now? Are you looking to change from your current provider? If the answer is yes, then Institutional Intelligent Portfolios™ could be the right fit for you! Get started by opening any type of account listed below. All money management fees are waived for the first $20,000 and we have discounts for veterans and disabled veterans (Learn more here). Keep more of your hard earned money in your pocket by investing in efficient, low-cost ETF managed portfolios. 

Institutional Intelligent Portfolios™ supports the following account types

Individual

Joint

Trust

Traditional, Roth, 401K Rollover and SEP

 

Discover automated portfolio management with Institutional Intelligent Portfolios™.

Capital Wealth Planning is able to build you an ETF portfolio based on your risk profile and investment objectives. Straight forward enrollment gets you started in minutes.

 

Have Access Right From Your Mobile Device

If you have time to watch a T.V. show, you have time to start investing with Institutional Intelligent Portfolios™

Get invested in three simple steps...

  1. Answer a few straightforward questions to help us determine your risk profile.
  2. Review your recommended portfolio.
  3. Complete the simple enrollment process.

Then, Intelligent Portfolios start working for you. Monitoring your progress and managing your account is easy too. All your portfolio information is at your fingertips, whether your on your desktop or mobile device.