We offer you the new standard for online delivery of:
- Comprehensive Proprietary Financial & Estate Planning.
- Investment Placement & Oversight.
- Life Insurance.
- Long-Term Care Insurance.
- Ongoing Life Insurance Policy Management.
- Introductions & meetings with a network of attorneys, CPAs, and other key planning advisors.
- A secure method of storing, viewing and accessing client financial data in real-time, 24/7 online, via client aggregation & planning software.
- Online meetings.
- Regularly-scheduled annual plan reviews and updates.
- Off-Anniversary plan reviews and updates.
- 24/7 online credit, debit and ACH payment options & engagement agreement access
- The majority of client documents can be signed via electronic signature.
- Marketing Campaigns.
Interested in using this service?
To learn more about YourConferenceRoom@Home℠ and how it can benefit you or your business, call and text us at (781) 237-0123 or fill out the contact form below.
62 Walnut Street
Wellesley, MA 02481