Sequoia Financial Group provides a secure, password protected, single-access point to organize all of your advisors and assets and consolidate them in the same place at the same time. This single location streamlines your accounts, assets, private documents, insurance coverages and your retirement and cash-flow models. They are up-to-date and accessible whenever you want them.
We help you organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial lives.
Our Wealth Management System contains:
- Financial goals/Plans
- Balance sheet/Net worth statements
- Asset allocation strategy
- Account aggregation (i.e. bank accounts, brokerages, frequent flyer miles)
- Cash flow/retirement models
- Tax documents, trusts, wills and other private records
- Insurance policies and coverages
- Estate plan
As a result, you can benefit through:
- Consolidation of all financial related matters
- Immediate access in a single secure location
- Accounts, assets and balance sheets are always current and updated daily
- Simplicity, giving you time to devote to your business, personal endeavors and family