Created by CFP®, CLU professionals

Is your website working for you?

We know advisors need a professional website but often struggle with putting it together. Sometimes you work with a marketer/web designer that can put together a nice-looking website but can’t write the content because they don’t have the financial knowledge. or compliance. Then you spend a ton of time explaining how whole life insurance works or what an RRSP is. This can be frustrating and costly for you, the advisor… and good luck getting it through compliance.

At Financial Tech Tools, we


Provide the financial content


Design the


Deal with

 The result is a professional website that resonates with your ideal client.

Our website process is simple.

We do four meetings:

1. Intake

We get to know you and your business and review website designs.
(60 min.)

2. Design & Content

The draft website and content are ready for your review and feedback.
(30 min.)

3. Review

Review the revised website and content. Review the content marketing plan.
(30 min.)
We will submit to compliance.

4. It's Alive!

Your website is live.
(30 min.)

What happens when the website goes live?

  • We update the website with content monthly.
  • You can request changes on your website. (30 minutes per month)

Website Pricing

Managed Website

$999 Setup


Professional website created by financial industry experts.


  • Templated website with up to 2 hours of customization
  • Content by CFP, CLU, CHS, EPC Industry professionals
  • Infographics
  • Videos
  • Calculators
  • Articles
  • Marketing Plan
  • Personalized Branding
  • Compliance
  • Responsive Website
  • Site Archiving
  • Dedicated Support
  • Daily Backups
  • Daily Scans
  • Uptime Monitoring
  • Theme Updates
  • Plugin Updates
  • Analytics
  • Up to 30 minutes changes per month

Managed Website & Email Marketing

$999 Setup


Professional website and monthly email newsletters sent to your prospects and clients.

  • Everything included website
  • Email Newsletter Setup
  • Personalized monthly e-newsletters to clients and prospects
  • Detailed analytics on your email newsletter including open and click rates

Managed Website, Email Marketing & Social Media

$1099 Setup


Professional website, monthly e-newsletters, plus up-to-date social media.

  • Everything included with website and email newsletter
  • LinkedIn Profile Optimization
  • Facebook Company Page Setup
  • Twitter Cover Image
  • Weekly LinkedIn posts
  • Weekly Facebook posts
  • Weekly Twitter posts

Examples of Our Websites

Are you still not convinced?

We don’t want to tell you how awesome we are; we’ll let our advisors tell you:

Paul Haslam
Paul Haslam
Top notch organization with terrific service and knowledge base.
Bettina MacConnell
Bettina MacConnell
I feel so fortunate to have such a fantastic website! Plus Angelina has been instrumental in helping me to fine-tune my website so that it operates efficiently and is user-friendly!
Chris Hamilton
Chris Hamilton
I started working with Angelina in 2010 before I sold my book of business to a larger firm. I recently bought the book of business back and immediately called Financial Tech Tools to help me get my website, social media and email set up. They have done a fantastic job. They literally are the 'Insurance and Tech Nerds'. I highly recommend using there services if you are an insurance advisor as they know the business extremely well and they know what clients want/need to see. The website they set up for me is absolutely amazing. 5 stars all the way!
John Ward
John Ward
First and foremost, I am thrilled with the results of the website! Secondly, Angelina was always pleasant, professional and prompt in our communications and her deliverables. Often, she went the extra mile in her thoughtfulness of what I was implicitly trying to accomplish with the site and for quick turnarounds on the tweaks and changes before launch. I highly recommend her services. I could not be happier than I am with the results of this collaboration and with the bang for the buck I received.
Tami Romanchuk
Tami Romanchuk
Angelina and her team have been AMAZING! Her energy is magnetic and makes her an absolute pleasure to work with. Angelinas expertise has helped in surpassing my marketing goals. I highly recommend Financial Tech Tools to anyone looking for some help with their marketing!
Yogesh Sheta
Yogesh Sheta
Angela is Awesome, very professionals, creates eye catching infomercials. committed to her profession. communicates very well. I am glad i have an opportunity to work with her.
Blessie Manders
Blessie Manders
Angelina is simply the best on what she does. She is very knowledgeable and professional. She made the process of building my website easier than I thought, she is patient and took the time, listen and address all my needs for my website. I would definitely recommend her.
Brandon Jenkins
Brandon Jenkins
The team at Financial Tech Tools (FTT) is great to work with! When building out a website tailored to financial services, it is important to work with someone who understands the industry. The folks at FTT have years of experience, not just building websites, but with serving folks in the financial and insurance industry. Highly recommended!
Lacey Landolt
Lacey Landolt
Angelina at FTT is amazing and I highly recommend their services!! She is always so helpful and pleasant to deal with. Whenever I have questions or need help with something she is quick to get back to me. I have really enjoyed working with Angelina and her team. Thanks again!

We can help you every step of the way if you want to build or revamp your website.

Let us help you attract and retain your ideal clients – Book a FREE consultation today!