How hard would it be today to reconcile all of your family's financial accounts, inclusive of their location and their present value? Too overwhelming to even consider- checking & savings accounts, spouse's account, joint bank accounts, IRA's, 401(k)'s, individual brokerage accounts, trust accounts, college savings plans, credit cards, annuities, and the list goes on. Yet, your financial inventory doesn't end there. Now add all of your other physical and alternate assets (cars, houses, boat, jewelry, business, loans and more). You then add your critical legal documents, integrate your income and expenses not to mention the need for meaningful analysis, consolidation and ongoing updates so you can be sure all is in order. Have you ever contemplated how long it would physically take you to pull this altogether if the need were to arise?
We have a seamless solution available exclusively to clients of WealthPilot Financial. Our clients can now create a secure, personal financial environment that is encrypted, vaulted and web-based to house and retain all items critical to your financial well-being and success. This value-added service is provided as part of our The Financial Confidence Continuum process as we are constantly seeking solutions that help our clients to simplify and secure their financial lives.
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Securities: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Michigan, New Mexico, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Texas
Insurance: Arizona, Delaware, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, New York, Pennsylvania and South Carolina
