Life View is a unique online portal where all of your important financial information can be consolidated in one place and updated daily. That up-to-date information is then coordinated with your financial plan. Using the latest in data aggregation and secure online storage, Life View can make your life easier and also allow for RFG to have a deeper insight into your financial picture and offer more proactive advice. You can also authorize loved ones access to your personal information in a time of crisis.|
In summary, Life View offers:
- Account Aggregation - A single online portal to all of your financial information including your mortgage, retirement accounts, credit cards and rewards programs in addition to your accounts managed by RFG.
- The Vault - A private and secure place to store your important financial documents including tax returns, legal documents, copies of passports and driver’s licenses and treasured photos, videos or sound files.
- A continually updated financial plan - When the value of your assets change, the information is updated automatically keeping your plan up-to-date and enabling your advisor to provide proactive advice and timely feedback
- Making your life easier! - Our staff is ready to set up your personal website, establish account connections and upload your documents. Life view provides organization with a single sign on to all of your personal financial information.
Get started today!
Contact our staff to schedule your set up meeting online or at our office.