LBA Wealth Advantage
Do you know where everything is and what everything is worth?
Take advantage of our easy-to-use, web-based wealth platform including comprehensive financial planning and account aggregation.
Our Wealth Management system is designed to give you a single access point to securely view all your:
- Financial accounts
- Insurance coverages
- Specific goals
- Strategic plans
- Tax and legal documents
Keep up to date with powerful analysis tools that track changes in your assets and changes in your life based on your:
- Spending and budgeting
- Overall asset allocation
- Retirement and cash-flow models
- Insurance programs
- Financial and estate plans
With our system, you are always up to date and organized. All of your information is password protected at a secure, encrypted personal web address, easily accessible only to you and your financial advisor team.