Secure Wealth was founded by five Financial Planners who were looking for a better way to serve their clients. We wanted Financial Planning tools that would allow our clients to 'See the Big Picture'. When you can see all of your information in one location, you can make a more informed decision about what is best for you. More than just Asset Allocation or Financial Advice, we wanted to provide our clients with a tool that gave them real control over their financial world. With the creation of SecureWealth.com, our vision has become a reality.
SecureWealth.com combines Financial Planning Software, Account aggregation, an Online Budget, Credit Score, Credit Alerts and ID Theft Protection. Now you can see all of your debts, investments, savings and what you actually spend each month on expenses. SecureWealth.com allows you to see your real spending, set up a budget and review how reality compares with your goals. We make it easier than ever for you to reach your savings goal with real budget tools.
Our aggregation software pulls all of your financial data into one site. Our unique asset filter fills in the allocation chart automatically, so you can now see where you are invested. We also allow you to include hard assets such as precious metals or real estate.
SecureWealth.com also includes a Savings Calculator to help you find ways to save money and keep more cash in your pocket. No more guessing, you can actually see the best place to pay off debts or increase your savings. We offer more than Accounting Software or Finance Software. We offer you the ability to control your financial world.
We realize that a good financial planning program also includes Credit Score reporting and Credit Alerts. We provide you with current credit reports and real time credit alerts. Combined with our Credit monitoring, we also provide you ID theft protection. Our tools constantly monitor your credit and your ID to ensure that no one is stealing your identity. In the event that you are compromised, we provide real support to help you fix any issues and we guarantee your ID protection up to $25,000.
Services/Products
Financial Planning
Want to get something done? Write it down and create a plan. Our professional grade tools allow you to create a plan that is best for you. Our Financial calculators will help you make decisions today that will enhance your tomorrow. Want a new car? Saving up for that dream vacation?
Credit Score & monitoring
With our Credit Score tools, you see exactly what the Lenders see. We provide you with a current monthly score from TransUnion, the largest Credit reporting agency in the world. Each month your score is updated along with a credit report card allowing you to keep track of your score.
ID Theft Protection
Identity thieves will go to extreme measures to find your personal information, like searching in trash cans, stealing mail and even spying on you via Wi-Fi to get your debit card number. The question is, "What are you doing to protect yourself?" Our Identity
Budgeting Tools
If you are one of the lucky few who don't have to follow a budget, congratulations! We will still show you where your money is, where it being spent and what you can expect to spend next month.
Account Aggregation
Account aggregation is a service that consolidates information from many financial accounts into one convenient place, such as a home page in online personal finance software.
Debt Solutions
The first step is to see where all of your debt comes from so you can decide how to proceed. Our site provides you with specific debt management tools.
Categories
Financial ServicesFinancial PlannersFinancial Planning ConsultantsInvestment Advisory Service