Broker Check


The first step in the financial planning process involves evaluating your current financial situation and becoming financially organized. Organizing your important documents and storing them in a secure location makes it easier for you and/or your family members to respond in the event of an emergency or premature death. As part of our services, we can organize these documents into your own personalized Vault. 

The Vault provides a secure online “safety deposit box” accessible from anywhere and at anytime. Do you know where your important papers and records are? You can store your important documents such as wills, trusts, and deeds as well as personal documents such as photos, household inventory lists and passports in the Vault for safekeeping and have them accessible 24/7. Imagine the possibilities.

Download the Vault Checklist