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Retirement & Wealth Planning Platform

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Wealth Planning Platform


24/7 Encrypted Access From Any Device

Our state of the art virtual conferencing and wealth platform was designed to help make the planning and investment process transparent and understandable.

Our wealth management platform is secured by the same advanced level of encryption technology as that used by the nations largest banks.

Secure Document Sharing


Secure File Exchange - Upload/Download

To send private data please use this portal rather than email.

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SECURE SCREEN SHARING

Leahy Wealth Management Group uses industry standard 256-bit TLS encryption. While the current acceptable standard is 128-bit TLS (Transport Layer Security) encryption for sending and receiving sensitive information, Leahy Wealth Management enhances your data protection with 256-bit TLS encryption, treating your data as securely as your bank account.

VIDEO CONFERENCING

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Secure Real-Time Collaboration

Real-Time Collaboration

Leahy Wealth Management Secure Real-Time Collaboration & Video Conferencing.

FIDELITY INVESTMENTS

Direct link to statements, tax documents, etc.

Planning, Budgeting, and Checklists

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Retirement & Planning Questionnaire

Retirement & Planning Questionnaire in a PDF file format that you can download and complete. This eleven (11) page file will help you to organize and detail your financial planning goals.

Budget Worksheet
Estate Planning Checklist
Checklist for Periodic Client Reviews
Checklist for Initial Meeting

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©2018 Leahy Wealth Management Group, All rights reserved.

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