Do you know if your assets are working as hard as you are?
 

Our Wealth Management System provides you with a personal financial website, it’s a comprehensive 360 degree view of your financial portfolio by aggregating and organizing all your financial holdings, insurance, and debt in one place, including asset allocation strategy, real estate, credit cards, mortgages. It helps simplify your life by consolidating, and integrating every aspect of your financial future, providing you with a meaningful, up-to-date analysis. Our analysis and recommendations are comprehensive and reflect current market conditions.

 

Our overall objective is to give you clear and timely communication to help you better understand your financial world. 


Every night your balances will be automatically updated. Changes in your assets and changes in your life will be tracked against your overall asset allocation, retirement and cash flow models, insurance programs and your financial and estate plan. Your updated assets are integrated into reports so that you can monitor your progress against your overall financial objectives.

Our Wealth Management System

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Life in a Box

Let's look Forward

Features

 

  • Personally designed financial website

  • Financial Planning Strategies and Design

  • Balance Sheet / Net Worth Statements

  • Asset Allocation Strategies

  • Account Aggregation for holistic review of accounts

  • Cash Flow / Retirement plan models

  • Personal Vault for secure, online storage of important documents ( Taxes, Wills, Trust, Deeds, etc…)

  • Estate Planning

  • Alarms and Alerts to notify you of any significant changes

  • Mobile Access

 

Benefits

 

  • Immediate access to all your financial related matters is one single location

  • Monitoring your financial portfolio with a click of a mouse

  • Your accounts and assets are always current and updated  nightly

  • Comprehensive Analysis and planning

  • All of your information is password-protected in a secure,  encrypted personal web address, accessible only to you and your financial advisor team

  • 360 degree view of assets, liabilities and financial   information

  • Ability to take control of your financial future

  • Comprehensive reporting abilities and research

  • Deeper Financial Guidance – you gain a much broader understanding of your overall financial picture and needs, which allows us to provide you with more relevant and timely recommendations 

Online Storage Vault

 

The system also provides a secure online storage vault for your private documents, like Wills, Trusts, Tax returns, Deeds to your house, Insurance policies, Licenses, Beneficiary Designations, Memberships, you can even store photos, video and other meaningful memorabilia. Of course, all the information is password protected in a secure encrypted personal web address back with the latest internet security technology available.
 

How Secure is My Data?

Contact us today at 248-703-5332 to schedule your consultative meeting to implement this system for you. 

 

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise 

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC

Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.                       

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

 

800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599