Go Digital with Account View and eDelivery
Here are three reasons to elect e-Delivery:
By turning off your paper statements, you will no longer receive a paper statement in the mail. Instead, you will receive an email letting you know that your statement is available in Account View. To sign up, click on the Go Green Meter on the Account View homepage or go to the Statements tab and click Go Paperless.
eSignature promotes an enhanced signing experience and increased efficiency.
Sign documents using any device - A couple of clicks on your mobile device or pc and you're done.
No mailing, faxing or waiting - Email documents for instant signature and return.
Security is top priority - Documents are encrypted and a complete audit trail is maintained.
The biggest questions investors face in pursuit of their investment goals are whether or not they are saving enough, if their money is allocated correctly, and if not, what they can do. To gain clarity around these questions, we utilize the goal-based financial planning tool, MoneyGuidePro®.
MoneyGuidePro® is a formal analysis tool to assess your financial situation. The interview-style questions take the emotion out of difficult, but critical topics of discussion such as life insurance and survivor needs so we can accurately and realistically assess your financial situation. MoneyGuidePro® is a goal-based application, helping you understand how your current portfolio compares to your stated goals. Take a look at the sample report below.
At the completion of your report, you will be given access to your own Planning Portal where you are able to monitor your individual financial plan goals. Contact our office for an appointment to begin creating your quality financial plan.