5768 Putnam Drive
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.
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.
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.