What to expect over the next few months.

We will be updating the comprehensive financial plans for every client who desires to within the next 6 months. 

In addition to updating the financial  plans we will be offering every client their own financial website free of charge.  Clients will be able to access their financial plans online, store important documents online, and see all their financial account balances in one place through our account aggregation system.   

This is possible through a system we purchased and now offer to our clients.  It's called eMoney 360 Professional.  We will demonstrate the system and show you how to use the online vault and account aggregation features of 360 Professional the next time we get together.
  

Thank you again for doing business with us.

We appreciate it.

Michael McGlashen

 


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