LodeStar® has recently implemented the most powerful wealth management technology in the industry to further drive client success. MyWealthPlan 360° is an award-winning, web-based platform that offers an aggregated, comprehensive view of your finances, as well as features and functions that enable more comprehensive financial planning and concierge-level servicing of your needs.

Using MyWealthPlan 360°, we will assemble your finances onto a single platform where your needs and objectives can be easily analyzed and monitored. MyWealthPlan 360° provides a robust view of your complete financial picture, for all assets and variables that are critical in meeting your financial goals.

This technologically advanced, secure system integrates your finances and financial plan with a customized web page that puts all of your critical documents and key information at our fingertips. As a client, you’ll benefit from our proactive approach of watching out for your best interests and identifying opportunities (and pitfalls) that might arise. Our mission is to keep you on course even though your path may change. We'll monitor your finances and hold periodic meetings to review your situation while recommending actionable items as needed. Collaboration tools will help us communicate wherever you are, whenever you want. You can view balances, set account alerts, and run scenarios while communicating directly with us.

We are confident that implementing this cutting edge technology will result in a greater probability of you successfully reaching your financial goals.

George Kiraly Jr., CFP®, MBA is a NAPFA-Registered Financial Advisor.

 

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