Building Your Legacy
The survey of Americans between 18 and 75 conducted by Qualtrics found that nearly half of all respondents — 49% — said they saved less than 5% of their income, and a quarter said they are saving nothing. Federal Reserve data shows the national saving rate is around 6%. Financial experts recommend saving 10% to 15% of their income across cash and retirement savings goals.
Building your legacy requires discipline and access to resources you can count on in your busy life to help you achieve your financial goals. We have you covered from organization to professional planning to the type of essential financial services needed!
Financial Organizer
Organize all your accounts, every bill, every piece of your financial life into one easy-to-understand app.
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Financial Planning
Work with a dedicated financial planning team to help guide you through life’s toughest challenges.
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