Maintaining
financial balance is difficult in our fast-moving economic
landscape.
Do you have a handle on all of your retirement assets? How
are you managing your liabilities? Are you saving sufficiently
for the future?
With The Living Balance Sheet, your financial information
is updated and organized1. All of your data is password-protected
in a secure, encrypted personal website, accessible to you
and your Financial Representative, from anywhere with Internet
access.
Not only can you consolidate your financial information, such
as insurance coverage, bank balances, retirement and investment
accounts, but you can also:
• Monitor other assets, such as business interests
and real estate holdings
• Monitor airline and hotel award programs, and be automatically notified of
eligible offers
• Store copies of tax and legal documents
• Store treasured photos, audio recordings and videos
Consider NEPC
Let a NEPC Financial Representative start making your financial
life simpler today. Contact us
for a demonstration.
1The Living Balance Sheet displays the financial holdings
identified by the client based upon information and valuations
provided directly by the client or by electronic feeds from
the client's financial institutions. Valuations provided by
electronic feeds reflect the most current information provided
by the financial institution as of the date and time noted,
but can reflect valuations from an earlier date and time.
