by Scott Ronalds

The project was called Advice 2.0. An outdated moniker admittedly, but descriptive and functional. Plus, it was only an internal name. We would save our literary efforts for the final product.

The initiative, started earlier this year, was all about better communicating the scope of our advisory services. We’ve always provided advice at Steadyhand, but many clients and interested investors were unaware of all that it entails. We wanted to change that.

I’m happy to report that Advice 2.0 has come to life.

So what’s new? We’ve made changes to our website to more clearly outline how we work with clients and the extent of advice we offer. More specifically, we’ve created a new section called Services. Don’t be shy, give it a click.

You may not have been aware that we offer personalized advice on important issues such as asset mix, tax efficiency, and retirement income planning. Or that we aim to incorporate any other financial assets, pensions, and debt you may have into your plan. This is now laid out more explicitly on our site.

It’s here that you’ll also find all the tools we offer, including personal finance calculators and portfolio building tools. And our Retirement Withdrawal Program, launched last year, now has its own dedicated page. Many investors have praised this program, which helps retirees draw a steady income from their portfolio.

The advisory services we offer are included in the fees of our funds, which remain among the lowest in the business. If you haven’t yet taken advantage of our advice, we encourage you to do so — our online scheduler allows you to book a meeting with one of our Investor Specialists. After all, everyone can use a little steady (see, there’s that literary effort).