If you choose to engage Stanhouse-FPM to manage your money client assets are held at third party custodians.  Scottrade Advisor Services is one of several custodians which we may recommend. Scottrade has been in business for over 30 years and has more than 500 local branch offices across the country.

Scottrade Disclaimer - Scottrade is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this web site. Scottrade neither endorses nor recommends any particular advisor or investment strategy. Stanhouse-FPM  provides investment advisory services to your account. Scottrade has agreements with Stanhouse-FPM   under which Scottrade provides Stanhouse-FPM   with services related to your account.  Scottrade does not review the Stanhouse-FPM  web site and makes no representation regarding content of the web site.  The information contained on the Stanhouse-FPM   web site should not be considered to be either a recommendation by Scottrade or a solicitation to purchase or sell securities.  Brokerage products and services offered through Scottrade, Inc. – Member FINRA/SIPC

 


 

Money Guide Pro ™ (MGP)  is a financial planning software tool created by PIEtech a leader in financial planning “Smartware”  The purpose of MGP is to help advisors create plans that make it clear and easy to explain choices to clients. Clients make better financial decisions when those decisions are made within the context of a well-crafted financial plan. This software incorporates goal setting and  3 types of plan success analysis including: average returns, bad timing, and Monte Carlo simulation to give high degree of confidence to the recommendations.

 


 

Morningstar Advisor Workstation software is used for investment research. Morningstar is a leader in providing investment data to financial professionals.