Ledwith Financial Services - We Simplify Your Financial Life


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	What if you could have all of your financial records and assets in one place? A place where you could view all of your financial accounts, tax and legal documents, insurance policies, and your specific goals and strategic plans — all updated and organized — whenever you wanted, from wherever you were. As a Ledwith Financial Services client, you have access to our flexible and powerful Financial Management System. We establish your own secure, private website where your accounts, your assets and even your advisors are consolidated into one safe yet immediately accessible location.

	In your personal Financial Home Page, you can view everything about your financial and estate planning in one location, at any time, from anywhere that you can be on-line.

	Access to your Home Page is password-protected in a highly secure, encrypted personal web address, accessible only to you and your advisor.

	Every night, our system automatically updates your balances to reflect the values provided by your financial institutions.

	Your updated assets are integrated into various reports so that you can monitor your progress towards achieving your overall financial objectives.

	Powerful analysis engines continually monitor, update and analyze your assets, enabling us to track changes and help ensure you are on target to meet your goals. If any account moves outside of our pre-set target thresholds, we’ll be automatically notified.

	Digital copies of your private documents, such as wills, trusts, tax returns, deeds, insurance policies, and even your personal family photos or videos can be uploaded to your private, encrypted vault by you or your advisor — safely stored but instantly available.

	We use remote-collaboration software that enables you to work with all of your advisors on-line in real time, even if they are in different locations. Your financial advisor can give your other trusted advisors, such as lawyers and accountants, access to designated areas of your personal Financial Home Page at your discretion. Your Financial Management system can become your "single access point" for consolidating, tracking, and collaborating on all of your financial assets and objectives We would be happy to discuss how our Financial Management System can be applied to your specific situation to help simplify your financial life. Please contact us at your convenience.
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