We all remember it – the one hurricane that gave Floridians a run for their money. What did you do when Hurricane Irma tested our sanity with 24 hour news coverage? Did you know where to find your home and auto insurance policies? Did you have access to all that was important to you at a time when you were forced to leave your home?
Similarly, have you had to care for a family member or settle an estate which sent you on a quest to hunt down accounts from unknown sources? And, do those whom you’ve named in your estate documents know how to access that information? Does your spouse even know where to begin? What will you do the next time you have a family emergency? What will your loved ones do?
Do you know what you own, what everything is worth, and whether you are on track to meet each of your goals? Do you know the impact of saving an extra 5% of your income, making a charitable contribution, taking Social Security benefits early, affecting Roth conversions, buying that boat or second home? Wouldn’t it be nice to know if you can afford to spend a little extra in retirement? Well, we have a very simple solution that addresses all of these situations.
Doyle Wealth Management’s WealthLink allows you to simplify all of the financial responsibilities you have come to know over the years and securely store your entire financial picture all in one place. With mobile access to WealthLink, your complete financial picture is in the palm of your hand. You can track your goals and see if you’re on target to reach them. It makes getting organized simple. You can create a monthly budget, track your spending habits, and get alerts when you are off track. interactive charts provide you with detailed views to help you monitor all of your accounts. You can visualize what-if scenarios letting you see the potential impact of your financial decisions, not just today, but throughout your entire lifetime. You will have access to a digital vault to safely and securely store important documents. An education center provides resources for learning about financial planning topics.
Collaborating with your DWM wealth management team has never been easier. Now, with industry-leading technology included as part of our services available to all of our clients, you will know where you stand and where you are going. We can help you visualize your goals in side-by-side comparisons to determine the option that is best suited for you. It gives you the control and power to know that the decisions you make today align with your goals of tomorrow. It gives you peace of mind that if something happens to you, your spouse will know where to turn.
To schedule a private tutorial and gain access to WealthLink, please call our office to schedule a meeting with your team. If you are not currently a client, but are interested in seeing the capabilities of WealthLink, please call us for a complimentary three-month trial and take the next step in securing your financial future.
WealthLink will take the guesses out of your financial future. Together we can plan for the unexpected, store important documents, and help you understand the direction of your investments and how they are working to build your net worth, your future, and your legacy. All of us at Doyle Wealth Management take pride in helping you and your family achieve your financial goals. Our job is to stay focused on your success.