Generational Vault is a secure, cloud-based portal that documents every step of the planning process and gives you 24/7 access to your financial life, allowing you to manage and organize your retirement. Generational Vault serves as an online filing cabinet to help you organize personal documents and financial statements. You can load information into the client vault where you can always access your most important information — all you need is internet access.

With the generational vault, you can:

  • store confidential financial documents like tax returns, trusts, wills, powers of attorney,  medical directives, insurance policies, appraisals and investment statements.
  • see snapshots of financial assets and expenses and view your full financial position.
  • use internet-based tools offering a comprehensive view of your complete financial picture.
  • store electronic copies of photos and other memorabilia.
  • view a client corner featuring monthly newsletters, market commentary and meeting alerts.

To learn more, click on the Generational Vault Logo above. 

For Vault Access, click HERE.