Quicken© is the leading personal financial software program for households looking to track and organize their finances all in one place and in real time. (www.Quicken.com) Quicken features and benefits include the ability to:
- Connect to bank, credit card, 401ks and brokerage accounts; and monitor account activity in real time
- Balance portfolio
- Track net worth
- Monitor asset allocations
- Track where money was spent
- Ensure bookkeeping compliance for family trusts, partnerships, GRATs, LLCs and other tax saving vehicles
- Monitor security gains/ losses
- View all investments in one place covering multiple accounts and institutions
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You’ve worked hard for your money, but with the accumulation of wealth comes a greater need to track and monitor your assets and liabilities. OUR service is YOUR peace of mind
“Owning and operating a business can be a rewarding but also stressful experience. Most entrepreneurs cite cash flow and unclear finances as major sources of aggravation, loss of time, and distractions from core competencies.“
