Broker Check

1343 Main Street, Suite 304
Sarasota, FL 34236

Don Furlong, CLU®, CFP®

(941) 893-1777

 

Wealth Vision

We make available to our clients, at no charge, the basic services of Wealth Vision, the powerful eMoney financial tool which creates your own, personal and secure, financial website.

Unique Features:

Account Aggregation - provides you a holistic view of all your accounts updated nightly.

Budgeting Tool - gives you the option to create and monitor in real-time your personal budget. (A private, "client access only" tool).

Alerts and Alarms - to notify you of significant changes to your accounts.

Personal Financial Home Page - 24/7 access to reports, analysis and calculator tools.

The Vault - for secure storage of important documents and momentos.

Mobile Access - via iPhone, Blackberry and other "smart phones."

Alliance Partnerships - allows online collaboration with attorneys, accountants and other advisors.

"Click below" for a brief presentation and demonstration of this powerful financial tool.

Wealth Vision (click here)