Whether you are changing jobs, buying a home, planning for your retirement, caring for an ill loved one, or just experienced a death in the family, life events happen when you least expect them, forcing you to desperately search for important paperwork that you may not have seen for many years. Just think of how many documents your bank requires for a home or personal loan. Wouldn't it be nice to have all of your valuable documents at any time or place at your disposal?
The Personal Financial Vault enables you to share with your family, investment professional, accountant, attorney, and your executor or executrix the key aspects of your life. We do this by digitally storing all of your valuable documents onto a secure, encrypted, password protected personal website which is accessible by only you and your advisor team. You will now have access to your information anywhere in the world from a single secure location. The Personal Financial Vault may be the most important gift you can ever give to your family and loved ones.
If you would like more information about a personal financial vault, please email us at esands@cambridgeresource.com or call us at 888-654-1118.
Securities and Investment Advisory Services Offered through H. Beck, Inc. Member FINRA / SIPC. Eric Sands is a registered representative of H. Beck, Inc.which is unaffiliated with Sands Financial Services. I am currently registered to offer securities in the State of Florida and insurance products in the State of Florida. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction.
Whether you are changing jobs, buying a home, planning for your retirement, caring for an ill loved one, or just experienced a death in the family, life events happen when you least expect them, forcing you to desperately search for important paperwork that you may not have seen for many years. Just think of how many documents your bank requires for a home or personal loan. Wouldn't it be nice to have all of your valuable documents at any time or place at your disposal?