Complimentary Living Balance Sheet Website
Member: Summit Wealth Management
Expires: December 31, 2015
Keeping track of finances using multiple websites, quarterly statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe. It’s called The Living Balance Sheet®.
This exclusive service provides a way to keep score of your financial progress in a secure, encrypted personal site, accessible any time by you and your financial advisor. Get organized and keep track of the four critical areas in which you make financial decisions: assets, liabilities, cash flow and protection.
My team works with you to improve cash flow and reduce taxes so you end up with more money.Please contact Jim Glassman, 949 333 1632 or jim_glassman@glic.com