HOME HOW IT WORKS ABOUT US ADVISORS CONTACT We're Almost Ready… "Over the next several months we'll be giving early access to the next generation of progressive financial technology… Register now and be one of the first to experience what it's like to have your own personal CFO for as little as FREE!. No credit card required. REGISTER NOW Why Robo Advisor™ rocks! We'll help you put together a strong financial plan & gain control of your finances… We can help you determine your investment goals, the best investments available to fit your goals and assist you in meeting your objectives as market conditions & personal needs change. Set Financial Goals Identifying your financial goals is critical in developing a financial plan. Determine your short-term, mid-term and long-term goals, and we'll keep you informed if you get off track. Create a Formal Budget If you haven’t done so already, we can help by downloading account transactions as well as historical income deposits to estimate what your current expenditures are. Inventory Your Assets Register your accounts and have a detailed list of your assets, including bank and brokerage accounts, stocks and bonds, retirement plans and IRAs. We can estimate the value of your home and business interests as well. Review Your Investment Strategy We'll automatically review your investment mix on a daily basis and let your know if you’re appropriately positioned to meet your goals, if not - we'll take steps to get you back on track. It takes a village, or just one Robo Advisor™ Robo Advisor™ never stops gathering financial intelligence. It can make sure you always have answers to the questions you need, and the advice you deserve to help make the most of your money… What is my income? What are my taxes? What are my expenses? How much is left over? What should I do with it? Checking & savings balances? How much interest am I earning? My total credit card balance? What is my available credit? Can I lower my interest rate? What is my net worth? How are my investments doing? Do I have good investments? Do I need to make any changes? Are my investments expensive? Am I saving enough? At what age can I retire? Will I have enough income? Will I reach my financial goals? The market dropped, now what? So if you're thinking about making life more simple… We were thinking the exact same thing Set financial goals, create a formal budget, inventory all your assets, review your investment strategy, monitor your progress, and investment in a low-cost, responsible manner for as low as FREE! We have a way… We were built for this Our solution was built to manage your world of finance as well as the world you dare to become in a single environment, with a single password and around-the-clock access… We have the tools to help you. After we complete the data-gathering questionnaire and have identified your goals, you will receive a customized asset allocation. Once your new account is opened, you can login to Robo Advisor InSight™ and add your other accounts so they can be part of a unified experience. Now each day, we can measure your progress against those goals and let you know if changes should be made. Compile and maintain a detailed record… "Our application can update your account information each day from more than 14,000 available financial institutions Robo Advisor InSight™ makes it easy to gain control of your finances. You can have one password to track your banking, investment, and retirement assets. And also include debts such as credit cards, loans, mortgages, and lines of credit. REGISTER NOW Life can get a little bit out of control… Robo Advisor™ is personal financial management Technology has given us on-demand access to nearly every type of account we have. The question is…how can you possibly have enough time to properly keep track and make sense of it all? Financial independence is achieved by taking the time to develop a strategy. How you earn and spend money, the way you save and pay taxes, and ultimately how you invest your money all play a role in how you meet your financial objectives for the future. With so much to do, it might take a team of advisors to help maintain control of your finances. Since most folks don't have a team, I set out to find a better way. - jeffrey j. hovermale, CEO One day, I decided to build an online financial advisor that ONLY does asset allocation! could do the things I never had time to do. Hey, let's think about whether we really need human advisors at all revolutionize-the-norm and make this for advisors. No way! We can blend Big Technology with Advisor DNA and load it with extras that…act as your chief fi_ What we're all about… Choose Robo Advisor™ Because since 1990, we've lived a philosophy of helping our clients solve their toughest financial problems - while delivering high quality, unconflicted investment advice. 31 CEO YRS. EXPERIENCE 1517 DIGITAL PROPERTIES 57751 DEVELOPMENT HOURS 2954519 LINES OF CODE What we'll do We'll help to improve your overall finances and provide greater peace-of-mind. We are dedicated to providing you with the best experience possible. Read below to find out why the sky's the limit when using roboadvisor.com. Create Guaranteed Income Planning for the future begins with planning for income. Once you have that problem solved, the desire to take risk diminishes significantly. Low-cost Investing We'll focus on low-cost investing as long as it makes sense. We still believe with all things being equal, performance trumps cost every time. Provide Liquidity Maintining a strategic position for emergencies and opportunities is a foundational principle within our investment philosophy. Have a look at our Client Opinions & Reviews “ I had a few things I needed help with... Their customer service was amazing and helped me out many times. Thanks a lot for such great features, incredible Job. Acapella New user Things We Monitor At Robo Advisor™ Latest Articles Money Trouble in candy land: How Peeps, pensions and a lawsuit… Many of these multi-employer pensions are on track to run out of money. If the pension runs out of money, retired workers might only get a small percent of the money they thought they had earned… By The Washington Post 3/30/2018 News No Pension? You Can 'Pensionize' Your Savings After years of working, many people face the challenge of converting their savings into a sustainable flow of income in retirement. Some researchers think they have a practical solution… By The New York Times 3/12/2018 Business This Is What Life Without Retirement Savings Looks Like Many people reaching retirement age don’t have the pensions that lots of workers in previous generations did, and often have not put enough money into their 401(k)s to live off of… By The Atlantic 2/22/2018 Call (407) 499-0050 Mon-Fri: 5:30am - 7:30pm Book an Appointment Online Meetings Available Send Us a Message Drop us a line anytime! DISCLOSURES Robo Advisor™ is the marketing name for Robo Advisor Technologies™, Robo Advisor, Inc. and Sovereign Wealth Management Group, Inc. Third party marks are the property of their respective owners; all other marks are the property of Robo Advisor™. Fee-Based Investment Advisory offered through Robo Advisor, Inc., an SEC Registered Investment Advisor. SEC registration does not imply a certain level of skill or training. For information pertaining to the registration status of Robo Advisor, Inc., please contact us or visit the Investment Advisor Public Disclosure web site at www.adviserinfo.sec.gov. For additional information, including fees and services, see our disclosure statement as set forth on Form CRS and Form ADV Part 2. Please read the disclosure statement carefully before investing. Fixed Insurance and Annuity products are distributed through Sovereign Wealth Management Group, Inc., a licensed insurance agency. For additional insurance and annuity distribution and licensing information, please visit our "insurance and annuity licensing" page. To learn more about insurance and annuity benefits, rates, riders, features and additional disclosures, please visit the "insurance & annuity disclosures" page 1. For other important website disclosures please visit our "disclosures page" located within the About Us section of our website. THE CONTENT OF THIS SITE IS FOR GENERAL EDUCATIONAL PURPOSES ONLY. IT IN NOT INTENDED TO PROVIDE FIDUCIARY INVESTMENT ADVICE. ALL INVESTMENTS INVOLVE RISK AND THE PAST PERFORMANCE OF A SECURITY, OR FINANCIAL PRODUCT DOES NOT GUARANTEE FUTURE RESULTS OR RETURNS. THERE IS ALWAYS THE POTENTIAL OF LOSING MONEY WHEN YOU INVEST IN SECURITIES, OR OTHER FINANCIAL PRODUCTS. INVESTORS SHOULD CONSIDER THEIR INVESTMENT OBJECTIVES AND TOLERANCE FOR RISK CAREFULLY BEFORE INVESTING. 1) Insurance & Annuity product and rider guarantees, including optional benefits and any fixed crediting rates or annuity payout rates, are backed by the financial strength and claims-paying ability of the issuing insurance company. Product availability, benefits, rates, riders and features may not be available in all states and/or jurisdictions and are subject to change without notice. 2) Private Pensions are typically funded by Income, Longevity and QLAC annuities and/or Income Riders added to certain deferred annuities for an additional fee1. Private Pension benefits are not insured by the Pension Benefit Guaranty Corporation (PBGC & PBGC MEP) or any Federal Government Agency. 3) Robo Advisor™ and Robo Advisor Network™ members are separate, unaffiliated companies and are not responsible for the products, policies, or services of one another. Note: Certain Robo Advisor™ products, services and features discussed within this site are currently in development and will be available soon. Investment, Insurance and Annuity products are: Not A Deposit Not Bank Guaranteed Not FDIC/NCUA Insured Not Insured By Any Federal Government Agency May Lose Value © 2021 Robo Advisor™, all rights reserved.