Category: Q2
Letter from The President Q2
Keep an Eye Out for our New (and easy to use!) Website Many of our clients have been using our website for several years, and I know that many of you have come to count on it as a regular source of news, new and interesting resources, and a simple and secure way to access all of your accounts through our consolidated WealthTRAC Consolidated Reporting Platform. In an effort to consistently offer our clients and friends an updated and refined experience to better serve your needs, we’ve been spending some time updating our website over the last several months, and the new website will go live in the coming months. The new website will be better aligned with our clientele base, feature easy access to our newsletters, blog, Golden Opportunities Shows and other media appearances, and all of the client accounts that you have now. We have also taken this opportunity to narrow our focus, so that we can better serve you. You’ll notice that the new site focuses on four segments, which all of our clients fit into: Retirees, Pre-retirees, Business Owners, and Executives. No matter which group you fit into, we’ve taken some time to put together some valuable resources, information, and whitepapers that we hope you’ll take the time to look
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