Financial Technology

An Advisor With Great Tools Is An Investor’s Best Asset

Quality Financial Plan 

Everyone needs and deserves a high quality financial plan 

• Focus on your goals in retirement and how you will pay for them 

• Address your concerns and expectations for retirement 

• Identify things that could pose a threat to your retirement and manage them 

• Feel more educated, confident, and in control of your financial future

• Navigate the complexity of financially moving into retirement

Your Personal Financial Website 

• Organize your financial accounts 

• Simplify with one platform 

• Monitor your daily financial progress 

• Store all your valuable documents 

• Access your accounts 24/7

• View your net worth everyday 

• Trust the highest level of security protection 

• Watch your financial picture come to life

Unique Risk Number Generator 

We build a portfolio that fits you

• Calculate your true risk tolerance utilizing award-winning scientific framework.

• Engineer the risk in a portfolio to fit your unique and individual risk preferences. 

• Meet your expectations with a 95% mathematical confidence.

• See how your portfolio will perform in certain market conditions 

For more information, please contact us:

320 Post Road 

Darien, CT 06820

203.280.1170 | Linkedin @BourgeonCapitalManagementLLC | info@bourgeoncapital.com