We understand the importance of an up to date picture of our client’s financial health. As such, we provide each of our clients with a real time, financial analysis program, powered by eMoneyAdvisor.com. Thanks to eMoney, Insured Wealth Solution clients may view and manage an entire book of business, identify growth opportunities, and access all the information you need. Our clients always have a full, up-to-date financial assessment at the tips of their fingers.
With your financial website you’ll have everything you need to have a full understanding of your financial health on a single, user friendly dashboard:

  • Cash Flow Planning
  • Estate Planning
  • Personal eVault
    • Store any file on a maximum security, backed up cloud storage with no storage limit.
  • Investment Planning
  • Retirement Income
  • Spending
  • Current Budget
  • Workshops
    • Assess Financial Decisions
    • Make Goals a Reality

Current clients may access their dashboards by clicking here.

Dashboard