Tools We Use for Retirement Planning

As a client, you will receive access to Generational Vault, a secure online portal that allows you to easily upload, manage, and access your financial and personal documents. Every time you log in, you will have immediate access to all of your financial information. You can view a snapshot of your financial picture, a simple-to-understand summary of all your financial accounts, detailed records of your assets, and dynamic reports and charts. You can also watch how your investments are progressing and manage your expenses and income from one central location. Generational Vault keeps a running record of our work together, so you’ll always know where to look if you want to review a decision or check on the progress of your plan. This innovative storage vehicle will help you become more organized with your finances and makes it much easier for your beneficiaries to access important family documents in critical times of need.