Your Online Access

        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.

Collaborate More Effectively with Us

With GHWealthPlanner you can collaborate with us by giving online access to specific documents in your digital vault to specific persons, for example, you could allow your accountant 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.

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.