Securewealth

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Secure Wealth was founded by five Financial Planners who were looking for a better way to serve their clients. We wanted Financial Planning tools that would allow our clients to 'See the Big Picture'. When you can see all of your information in one location, you can make a more informed decision about what is best for you. More than just Asset Allocation or Financial Advice, we wanted to provide our clients with a tool that gave them real control over their financial world. With the creation of SecureWealth.com, our vision has become a reality. SecureWealth.com combines Financial Planning Software, Account aggregation, an Online Budget, Credit Score, Credit Alerts and ID Theft Protection. Now you can see all of your debts, investments, savings and what you actually spend each month on expenses. SecureWealth.com allows you to see your real spending, set up a budget and review how reality compares with your goals. We make it easier than ever for you to reach your savings goal with real budget tools. Our aggregation software pulls all of your financial data into one site. Our unique asset filter fills in the allocation chart automatically, so you can now see where you are invested. We also allow you to include hard assets such as precious metals or real estate. SecureWealth.com also includes a Savings Calculator to help you find ways to save money and keep more cash in your pocket. No more guessing, you can actually see the best place to pay off debts or increase your savings. We offer more than Accounting Software or Finance Software. We offer you the ability to control your financial world. We realize that a good financial planning program also includes Credit Score reporting and Credit Alerts. We provide you with current credit reports and real time credit alerts. Combined with our Credit monitoring, we also provide you ID theft protection. Our tools constantly monitor your credit and your ID to ensure that no one is stealing your identity. In the event that you are compromised, we provide real support to help you fix any issues and we guarantee your ID protection up to $25,000.