Not registered for GHWealthPlanner yet?
Good Harbor Advisors, Inc.'s GHWealthPlanner is a sophisticated advanced planning solution for our clients. It allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere.
GHWealthPlanner: Collaborate Effectively With Us
With GHWealthPlanner, we can collaborate with you on your financial plan, goals and assets with giving online access to specific documents in your digital vault. You can also access updated reports such as cash flow, balance sheets, projected estate taxes, asset allocation, insurance summaries, and more.
View All of Your Accounts 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 GHWealthPlanner, 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.
