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Organize

Identifying the right set of financial strategies for you isn’t helpful if your financial picture is confusing or difficult to manage. That’s why we offer tools and an approach to help organize your entire financial life.

eConnect, our web-based account aggregation tool, connects all of your financial assets into a central communications hub for you and all of your advisers. With eConnect™, you can safely store all of your financial documents in one encrypted, anytime-accessible location. Check balances daily. Track accounts. Even test new investment strategies and retirement scenarios.

For business owners, our Closely Held Business Evaluation Program (ChBEP) provides an organized, step-by-step approach to illustrate how the liquidation or sale of a business impacts the financial well-being of owners and family members.

And because it’s critical that all of your advisers are organizing their roles and activities to achieve your specific financial goals, we collaborate closely with your accountant, lawyer, banker, trust officers and other parties involved in managing your financial affairs.

Learn how we continually Optimize your financial strategies.

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