Financial Organization

How long would it take you to put a personal net worth statement together?  Or find your will, or medical power of attorney?  If you were rushed to a hospital, would it be difficult for a loved-one to find these documents and manage your affairs for you?  Part of our service is access to our cloud-based data management system.  Think of it as your own financial web site.  We can help you link accounts ranging from savings, mortgages, loans, 401(k)'s and investments to single site with a single logon.  This service also includes an online vault to store important documents, such as a will or medical directive.