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Introducing “My Virtual Place" |
| By Zuzana Harvis |
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My Virtual
Place
is a two-way secure information exchange channel between
our clients and our firm. It is an online interface
accessible through a web browser that allows for a secure
transfer of sensitive financial information between you and
us via your own “virtual safe.” This type of
information exchange provides a significantly stronger level
of security for transmitted material versus zipped and
password-protected e-mail attachments.
Read the rest of the article. |
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MedJet Assistance
Program |
| By Betty
Thomas |
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If you travel a lot you may
sometimes have concerns about being sick and far from home.
When you travel for pleasure or business, there can be
nothing worse than becoming ill or having to be hospitalized
in a foreign country or even elsewhere in this country. The
cost to arrange transportation home can be astronomical.
The Medjet Assistance Program provides a way home that is
cost effective and can put our minds at ease. With this
program we know we can be treated by our own physicians, in
a hospital of our choice, close to home.
Read the rest of the article. |
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DocuBank® Service |
| By Diahann W. Lassus and
Clare E. Wherley |
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According to a study in the
Journal of the American Medical Association, health care
directives are unavailable in 75% of the cases that they are
needed. It’s frustrating to hear a statistic like this when
we know so many of you have taken the time, incurred the
expense and cared enough about those around you to make sure
you have your documents in place and up-to-date. So, we were
delighted, recently, when we identified a new service which
we feel will be useful to many of you. DocuBank® is an
emergency access service for health care documents.
Read the rest of the article. |
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Privacy
Policy
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Opens in Adobe Acrobat version 6 and above. Download free
Acrobat at www.adobe.com.
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Disclosure Statement |
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My Virtual Place
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Access reports on your accounts over a
secure connection. We update the reports regularly. You can also
use this as a secure communications link to send us documents securely. |
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Before using this feature for the first time
please call Zuzana Harvis at (908) 464-0102 to receive your UserID and
Password. |
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My
Accounts
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Check your accounts at Charles Schwab, National
Advisors Trust Company or Fidelity. |
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Call Schwab at 1-800-515-2157 to receive initial
password to Web-enable your accounts.
You will be asked to identify yourself and to prepare a Login ID of
between 6 and 20 characters. The Login ID must contain at least one
letter and cannot use special characters (such as !,@, &). You will then
be assigned a temporary password which you will be required to change
the first time you log in.
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Call Jonne Morris to get web access to your National Advisors Trust
Company accounts and Fidelity accounts. |
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Finance Essentials (Free Access) |
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Learn Investment Basics, Tax Saving Strategies and
how major Life Events can effect you. Also, get access to various
financial and tax calculators. Courtesy of Financial Strategies Online.
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