- Customize
- Document, Document, Document
- Automate
- Mitigate
Biography
Started in qualified plan business in 1986.
Purchased Fringe Benefits Design of Mn in 1994. FBD of MN is a third party administration service provider for qualified plans.
Created The E-Valuator software in 2011 as a server-based application.
In 2015, launched The E-Valuator as a web-based application for outside advisors.
In 2016, launched The E-Valuator Risk Managed Strategy (RMS) funds. The E-Valuator RMS funds are a fund-of-funds concept. There are 6 RMS funds, i.g., Very Conservative, Conservative, Moderate, Growth, Aggressive Growth, and Tactical. Each RMS fund utilizes The E-Valuator software as the tool for selecting, monitoring and replacing the underlying investments.