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Your single access point
to track & monitor your wealth.
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eFinancial
Connections is an independent firm. Securities offered
through Sigma Financial Corporation member FINRA, SIPC.
Advisory services offered through Sigma Planning
Corporation, a Registered Investment Adviser.
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A
Comprehensive Approach! |
The
six-parts that make up our framework
to financial success.
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This is a process that
connects to your financial institutions
and electronically consolidates your
financial data on a nightly basis into
one secure location. This is the foundation
of reviewing your complete financial
picture. It allows for the organization
of all the financial services you use. Quite
frankly, we believe this is how
the best financial and investment decisions
are made. |
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The
technological platform forms the
basis for organizing
investments. It is here that a better
understanding of asset allocation,
performance and risk can be designed
to meet your
goals and objectives. eFinancial Connections
offers eight fee-based portfolio
management services. |
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The technological platform
forms the basis for financial planning
services. It is here that your assets
and liabilities are organized to create
personalized planning and educational
reports dealing with financial goals
such as retirement, education, estate,
and taxes or life events such as changing
jobs, business succession, loss of spouse,
financial windfall or divorce.
This is where your “lifetime” goals
are quantified, prioritized and planned
for and where questions are answered
like:
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What
age can I retire comfortably? |
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How
will health care costs affect
my plans? |
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What
is the maximum I can spend in
retirement? |
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How
much do I need to save? |
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How
much assets will my heirs inherit? |
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An online safe deposit
box called The Vault. The Vault gives
you one safe place to scan, store and
preserve private information and irreplaceable
documents and materials, such as wills,
trusts, passports, birth certificates,
medical records, tax returns, warranties,
insurance photos, family photos and videos
and other invaluable records. |
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The system is non-transactionable
(i.e. money can not be moved). Only valid
users can access the password protected
system. Data is secured behind firewalls.
Certified Hacker Safe. Network is automatically
monitored and policed for intrusion attempts
24 hours a day 7 days a week. The security
of your data is top priority. Please
click here for more information. |
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This is the capability
for you and your advisors to access and
review any of the above at any time through
your own secure “Personal
Financial Homepage"…accessible
24 hours a day, 7 days a week at your
fingertips! |
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