It wasn’t that long ago that managing your financial lives
meant keeping track of dozens – if not hundreds – of documents like trusts,
wills, powers of attorney, insurance policies, investments and more. They were
squirreled away in drawers, boxes, grocery bags and who knows where else.
But thankfully, Generational
Vault – your virtual safety deposit box – is an easier way to keep track of all
those vital documents.
Generational Vault’s engine has
three dynamic parts:
- A secure portal for sharing and storing
important documents
- Third-party daily investment and banking data
- Snapshots of financial assets and expenses,
monthly newsletters, market commentaries and meeting alerts
Generational Vault never sleeps;
it’s your 24-7-365 team of specialists working around the clock to protect your
accounts!
Reach out to us today to discuss
how Generational Vault can help you organize and safeguard the most important
documents in your life.