When was the last time you conducted a thorough inventory of your assets and how they are titled between you, your spouse, and/or other family members? Do you track the growth (or lack thereof) of your various asset classes and liabilities to measure progress, money and taxes to ensure your wealth accumulation plan is “on track?” Can you conveniently lay your hands on critical documents such as employer benefit entitlement statements, life insurance policies, tax returns, financial statements and other important legal documents?
The organization, management, and tracking of our client’s assets are one of the hallmarks of the CDA Group planning process. By utilizing cutting-edge technology (The Capital Wealth Management Platform℠), we provide our clients a way to organize their estate (especially their assets) in order to evaluate their progress. This program allows them to conveniently retrieve critical financial information and, in the event of an unforeseen calamity