...is the pursuit of financial security to enjoy a meaningful life.

What is the Lifelong Wealth Planner?

The Lifelong Wealth Planner is a next-generation financial planning and management tool. Its use allows us to integrate your Financial Plan as a live “real-time” model. Through it, we can update or make changes to your plan and you can see those results instantaneously. Think of the Lifelong Wealth Planner website as your centralized financial planning hub.

Accessible from anywhere in the world via your own personal Financial Home Page, Lifelong Wealth Planner provides you with a level of previously unavailable coordination over your financial affairs. Fundamentally, it allows the partnership between you and your Financial Planner to prosper and grow. We are proud to use this innovative software platform, as it gives us the means to offer better service and a more collaborative financial planning environment.

This highly secured system allows you to organize, store, and monitor all of your important financial and personal information in one place with the Vault, Spending, and Budgeting features. Below you can find some information on the Lifelong Wealth Planner tools available to you.

View All of Your Accounts Together, with Balances Updated Daily

Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock option information, etc., can all be viewed and tracked on our platform, with most balances updated daily. You can also list real estate, art, collectibles, life insurance, and any other asset you own.

Store All of Your
Important Documents
in One Place

Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, drivers licenses, passports, and any other important document can be scanned to your Personal, Secure, Digital Vault, which you can access from anywhere in the world with an internet connection. Your online vault can be especially useful in times of crisis or natural disaster, when hard copies of valuable documents may no longer be available.

View Recent Transactions
and
Create Monthly Budgets

Each personalized website brings together all your recent transactions made through your credit cards, debit cards, bank accounts, and other sources. By keeping this report in one place, it allows you to better track where your money is being spent, and on what. Lifelong Wealth Planner offers a very user friendly budgeting tool which can further help you keep track of monthly spending and help organize your life.