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.
Visit our Wealth Management site portal page to login
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
Investment Advisory services offered in New Jersey, North Carolina, Pennsylvania and Texas.
Insurance: Arizona, Delaware, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, New York, Pennsylvania, South Carolina,Texas
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Not all Registered Representatives with our firm are able to offer advisory services.