Resources

Each client has their own secure eDashboard, you will log into on your personal homepage, the portal to your financial world. You will see up to date information on accounts, net worth, investments, spending, insurance, and more.

 

Your categories:

 

Organizer

Here, you enter essential details and connect your financial accounts. After entering these details, all other features come to life. You can also personalize your organizer with images to visualize your wealth and goals.

 

Workshop

If you want to know if you are on target to reach your financial goals, such as saving for retirement or funding education, open your Workshop tab. In a few clicks, you will see where you are, where you want to be, and steps to take to get there.

 

Spending

On this tab, you can monitor cash flow and create budgets to stay on track.

Investments

Here, you can see all your investments, including asset allocation and current values of your holdings. You can also view asset types for a detailed breakdown.

eVault

The eVault is an online drawer that holds all your important legal documents like wills, birth certificates, and tax returns. You will always know where these documents are and can easily access them on any device.

Fidelity Institutional Wealth Services, a Fidelity Investments Company, holds your money. We selected Fidelity because of their strength and willingness to use technology in ways that help our clients. Fidelity is one of the largest Independent US custodians, with over two trillion dollars in global client assets. ePersonal Financial never directly takes custody of client assets, and only you have access to your money.  

By identifying your unique Risk Number, we eliminate the industry standard of labeling your risk by: conservative, moderate, or aggressive. By establishing your personal RN, we can personalize any investment portfolio that you own.

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Our Address

5118 81st Ave Ct NW,

Gig Harbor, WA 98335

Our Phone No.

Toll-Free: (855) 655-9800

Fax: (888) 891-3029

© 2020 by ePersonal Financial, LLC

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ePersonal Financial to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory Services offered through Sowell Management Services, a registered investment advisor. Please be advised that all email sent to or from Sowell Management email systems are subject to archiving, monitoring and/or review as required by the Securities and Exchange Commission (SEC). Please be reminded that this is an unsecured email service and should not be used for sending confidential or sensitive information such as social security number, account number or any other personal or financial information in the content of the email.