Financial Planning Tools At Your Fingertips
9/29/2003
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Exciting news for our investment clients: you now can view your personal financial information for accounts serviced by us on a website, Client Desktop View (CDV). Better yet, CDV puts financial planning tools right at your fingertips. (If you do not have an investment account with us at this moment, please contact us to find out how you can benefit from CDV, too).
To view your own CDV, it’s as easy as 1-2-3:
1. Click our “Customer Login” at the upper right corner of this web page;
2. Click “Client Desktop View” at the top of the page;
3. Click “your financial information” at the bottom of the advisor page then input your user ID and password (see our letter to you).
Alas! You are in your own financial kingdom.
First, all your mutual fund/brokerage accounts serviced by us are there for you to view, 24/7. We are now working hard on money management service (MMS) accounts and annuity accounts so they will be online soon, too. (We will report to you when they are ready).
For any of your accounts not served by us, such as your 401(k) or 403(b) plans that you have with your company or organization, you can also input them (with name/ticker and share numbers) into your portfolio. As CDV provides up-to-date information on more than 30,000 financial products (as well as the latest in financial news), it will be able to keep track of your other investment products as well. That way, when you review your portfolio, you will see the completed picture.
With CDV, you can view your assets either by various accounts (such as IRA, Roth, 529 Plan, regular account, etc.) or by investment categories showing the asset allocation of your portfolio. It simply takes a couple of clicks to view them one way or another. Yet your CDV is highly secured site denying anyone else's access to it without your permission.
CDV not only gives you the most up-to-date data about your investments but more importantly, also makes financial planning drastically simple for both you as an investor and us as a professional advisor. It literally put a set of powerful yet very user-friendly financial planning tools at your fingertips.
For example, by answering the questions in the “Risk Profile”, you can assess your own risk tolerance, evaluate and decide your overall investment goals and time table that could be the cornerstone of your wealth-building process.
“Budget” module could be an eye-opener for many busy professionals and business owners who hardly have time to monitor and plan ahead with their household money. Try it out and take control: you may soon find it an indispensable tool to get where you want to be financially.
“Education”, “Retirement Goal”, and “Life Insurance Needs Analysis” modules, to name a few, empower you with dynamic but simple planning tools that let you create and update your specific goals then monitor your current status at any time.
There are vast data contained inside CDV. For example, “Education” module provides all major universities’ tuition and living cost around the nation. “Retirement Goal” and many other modules let you incorporate crucial factors such as inflation and tax rates, assumed return on investment, etc. to project estimated results. And if you input your current annual earnings, CDV will instantly estimate your social security benefits upon retirement. The colorful graphics make everything even easier to follow and grasp.
Best of all, those plans can be easily setup and adjusted by either you or us. ( If you prefer us to assist you, simply click "my adviser" inside CDV then we will communicate with each other through CDV without using separate emails). “What If" scenarios further provide alternatives to assist you to make informed decisions. Should you have any questions during the usage of CDV, please do not hesitate to contact us.
If your investment/planning needs are not currently served by us but you wish to utilize the CDV to take charge of your financial matters, please feel free to call us at 314-997-0992 or 800-327-7704. We will be glad to help you.
Enjoy your CDV!
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