As we prepare an Integrated Financial Plan we accumulate a number of important documents. As the plan is implemented many documents are updated and more are created. We offer our clients a web portal we call the Vault to securely store and manage these documents. As a result our clients have ready access to their relevant and current financial information on-line.
The types of documents we usually store are organization charts, corporate financial statements and tax returns, personal tax returns, wills, shareholders’ agreements, insurance policies and other valuable documents pertinent to succession, estate and tax plans.