myDa$hboard

myDa$hboard

Secured Retirement Advisors myDa$hboard is a next-generation financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere in the world via your own secure and protected Personal Financial Dashboard. myDa$hboard provides you with a level of coordination and control over your financial affairs that was previously unavailable, and allows us to better serve your financial needs.myDa$hboard allows you to:

View All of Your Account Together, with Balances Updated Daily

Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock option information, etc. can all be viewed and tracked on myDa$hboard, with balances updated daily. You can also list real estate, art, collectibles, life insurance, and any other asset you own.

Store All of Your Important Documents in One Place

Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, drivers licenses, passports, and any other important document, can be scanned to your Personal Secure Digital Vault, which you can access from anywhere in the world with an internet connection. Your online Vault can be especially useful in times of crisis or natural disaster, when hard copies of valuable documents may no longer be available.

Collaborate More Effectively

With myDa$hboard you can collaborate with your advisors by giving online access to specific documents in your digital vault to specific advisors, for example, you could allow your account-ant to view your tax returns, your attorney to view your wills and trusts, etc. You can also print updated reports such as cash flow, balance sheets, projected estate taxes, asset allocation, insurance summaries, and more.

If you would like to learn more, please click on the link below to view a short and informative video. (Try and guess the name of the famous actor who narrates the video.)

Much, Much More…

Click here to watch a short video.