Life in a Box:
Do You Know Where Everything Is And What Everything Is Worth?
How do you organize your finances for retirement? Perhaps you have a financial advisor or handle your financial decisions on your own. But do you have a simple way to consolidate your TOTAL financial big picture? What tool do you use to help provide the foundation necessary for making solid and comprehensive retirement decisions? Does your financial advisor have the tools necessary to make decisions based upon your complete financial outlook? If they don’t, then perhaps they only have partial information. And if they only have partial information, then maybe you are receiving partial advice. Wouldn’t you prefer complete advice?
Now there is a way! With MyRetirementOrganizer, you and your team of financial advisors, retirement planner, CPA, estate planning attorney, investment advisor, insurance agent, and others, can help you make prudent and informed decisions based upon COMPLETE and UP-TO-DATE information.
Even more importantly, with MyRetirementOrganizer, should something happen to you, such as incapacity or death, your spouse, children, or other loved ones would have a pre-organized financial snapshot of your entire estate to continue your legacy as you so desired. Simplify your finances and maintain or regain control of your financial outlook with MyRetirementOrganizer.