Financial Planning
Through RightCapital, all aspects of your financial data are consolidated into one secure, protected location. Account balances are updated nightly and can be instantly integrated into a number of reports that can help track progress toward your financial goals.
RightCapital is easy to set up and provides:
- Consolidated Planning. View an up-to-date snapshot of your financial and estate plans at your personal RightCapital homepage, available 24/7.
- Remote Collaboration. We can log in at the same time to view your data and discuss the status of your financial plan.
- Document Storage. If you choose, you can store electronic copies of important documents such as wills, trusts, tax returns, deeds to real estate, and insurance policies in your own secure online “vault.”
- Mobile App. RightCapital’s mobile app allows you to see a comprehensive view of your finances at any point, right from your phone.
We recommend RightCapital to our clients as a way to greatly enhance and simplify their wealth management experience.
COMPANY INFORMATION
Office: (720) 903-1510
Admin@FortunateFamilyOffice.com
5251 DTC Parkway
Suite 1045
Greenwood Village, CO 80111
SCHEDULE APPOINTMENT
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
The content is developed from sources believed to provide 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. 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.
Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Western Wealth Management, a registered investment advisor. Western Wealth Management and Fortunate Family Office are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Licensed to sell insurance in the following States: CO
FINRA Series 7 for Wade Olson held with LPL Financial. Series 66 for Wade Olson held with Western Wealth Management, LLC.