Financial Solutions

Financial Lockbox

If you're like most families, one person is generally designated to handle the financial aspects of the household. If you're single, you may be the only person who knows the type and location of your financial accounts. What if your loved ones suddenly found themselves in the position of taking over your finances without warning? Would they be able to locate insurance, bank, and financial records in the event of an emergency? Financial Lockbox is an online solution that enables you to store financial data in a single, secure, password-protected location for easy access by you or loved ones that you select and authorize.

  • Establish a complete listing of all life insurance policies, bank accounts, and other financial data
  • All your financial documents are organized and easily accessible, especially handy at tax time
  • Restore your records easily in case of fire, earthquake, or flooding
  • Your data is safe and secure against hackers with our state of the art encryption programs
  • Appoint a contact person to be notified of your records in the event of an emergency
$25.00 per Month

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Let us know how can we assist you and we'll make sure to get back to you as soon as possible!