Investor Resources

Financial Tools and Information

Investor Resources

Find tools to help you better understand investing and your money.

Please use these investor resources. By learning more about investing, you help yourself and help us help you.

Investor Resources

Tools for Financial Management

Risk Tolerance Questionnaire

We did not create this questionnaire but it is a great one. Hopefully, Vanguard won’t mind if you use it to guide your investing throughout your life.

Estate Planning

Everplans can help you organize everything your executor will need.

Retirement Planner

Feel free to use this free Planswell resource with or without our help.

Fee Calculator

See how the difference in fee rates change your results over many years.

Calendly Meeting Scheduler

Whenever you are ready to talk, please schedule the best time for you.

Investor Resources

Other Tools & Resources


Though we manage publicly-traded securities of all types, most investors will benefit from low-cost, efficient, and tax-optimized model ETF portfolios. Clients may select portfolios managed by 55-IP, a JPMorgan company, from portfolio models provided by JPMorgan, BlackRock, and Fidelity. When one of these model providers makes strategic changes, 55-IP implements those changes seamlessly in your account. Similarly, Bionic Capital manages model portfolios from scores of providers as well as internally managed Bionic Portfolios. We work hard to find the best investment strategy for you.


We can manage any type of account that our custodians accept, which is pretty much all types. From individual accounts, 401ks, IRAs, SEP IRAs, to personal trusts, your accounts are important vehicles to potentially defer taxation. We determine the best account to hold specific investments in order to maximize your odds for retirement success.


We do not sell insurance. We manage portfolios for a set management fee and do not sell products of any type. Thus, our interests are completely aligned with yours. As a rule, fiduciaries like us do not offer products that are sold in exchange for commissions.


We manage investments and do not offer savings accounts. Because interest rates rose sharply in the last year, ultra-safe one-year treasuries are yielding over four percent. That’s a lot better than getting low rates from your bank account (as of 12/12/2022 – rates will vary). For risk-averse clients, we offer Laddered Treasury Portfolios that will typically yield more than most savings accounts.


Paying taxes on investment gains reduces your overall returns. Thus, minimizing taxation on your portfolio gains is important. We have engaged 55-IP, a JPMorgan company, to manage portfolios in the most efficient and tax-optimized manner available. Some clients may benefit from a tax-advantage variable annuity from Nationwide (formerly Jefferson National) with no upfront fees or withdrawal expenses. Fees are only $20/month which goes to Nationwide and a 0.57% management fee to us. Tell us your situation and we will work with you and your tax team to find the best solution for you. We do not give tax advice.

Debt & Credit Cards

We do not offer debit or credit cards. We suggest talking to someone at your current bank or checking with NerdWallet to find your best options.

Investing Blog

Choosing a Financial Advisor

What to Consider When Choosing a Financial Advisor Selecting a financial advisor is a crucial decision that can significantly impact your financial well-being. With numerous options available, it's essential to carefully evaluate various factors before entrusting...

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Exchanged-Traded Funds

Benefits of Exchange-Traded Funds (ETFs) Investing in the financial markets offers individuals the opportunity to grow their wealth and achieve their financial goals. Two popular investment options are exchange-traded funds (ETFs) and mutual funds. While both offer...

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Contact Us

Call, email, or set a phone call appointment using our Calendly scheduler. We are here for you.

(321) 574-8052

Melbourne, FL 32940

M-F: 9am-4pm, S-S: Closed