What We Do for You
Professional – Confidential – Secure
We Start at the Beginning
You may have a combination of bankers, CPAs, life insurance agents, trust officers, mortgage brokers, 2-4 financial advisors ... and their monthly statements. These things can pile up and are marginally only organized once each year just before April 15. We collect your financial information in its 'native format.' But don't worry- we'll return it all!
Get You Organized
We sort through all your statements and create a financial snapshot. We map and determine its structure. We then make sure products are adequate, appropriate, cost effective and goal oriented. This forms a basis for suggesting recommendations. If desired, our staff may implement or assist with the agreed upon changes.
And Then Deliver Structure
Structure that can be used for college financial aid applications, loans, retirement, trusts, etc. It will all be in one place- a physical file box with organized folders and recent statements. We also provide an encrypted flash drive for your access to all your files in a secure digital format. This can fit on your key chain, be put in a purse or stored in a safe deposit box..