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Keeping You Organized

In today’s world of information overload, we make it easy to stay organized. When you become a client of Wealth & Pension Services Group, you receive access to Financial View 360℠, a secure Web and mobile phone application that consolidates all of your financial accounts into a single dashboard.

Please click here to view a brief video.

With Financial View 360℠ you can:

  • View your net worth at any time                          
  • See all of your bank, financial, investment and retirement accounts
  • Manage your budget and track financial goals
  • Store important documents, such as insurance policies, wills, trusts, tax returns, deeds, and powers of attorney
  • Even track all of your frequent flyer and hotel reward points

This complete view of your financial picture, updated daily, allows us to collaborate with you in real time and assist you in meeting your financial goals.

Click here to contact us about Financial View 360.