We hope that you are utilizing the PSG Dashboard to stay on track for your financial future. The PSG Dashboard allows you be financially organized by collecting all of your important information in one place, like your retirement plans, bank accounts, insurance policies, credit cards and estate documents. If you are not set-up on our new system and would like to be, please contact your advisor to get started today!
Using the PSG Dashboard to track and manage your accounts allows you and your advisor to easily prioritize and update your goals and objectives. You will have your own private financial website that consolidates all your data in one place, in real-time. Using this you and your advisor will be able to look at where you are and where you want to be and come up with a Financial Plan to get you there.