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 access to your accounts and important documents all in one place!
Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.*All insurance recommendations and placements are made through Capital Consulting Group NC, Inc, an affiliated company.