Create your Generational Vault account


Thank you again for joining us at our New Generation Retirement® Planning workshop!

Prior to our first meeting, we invite you to explore Generational Vault® – a secure online portal that allows you to easily organize, manage and access your financial life. Once your Generational Vault is set up and personalized, your complimentary account features:

  • 24/7 access
  • Document storage
  • Secure online account information
  • Advanced reports and analysis

Creating your online financial home begins by completing the Color of Money Risk Analysis. This 11-question self-assessment helps you gain insight into your risk tolerance. Once the assessment is complete, your results are securely place in your Generational Vault account.

If you have any questions, please give our office a call.

 Begin your assessment

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