Good morning, everyone!
I hope this finds you and your family well!
Over the last few years, we’ve transitioned most of our tangible client correspondence to electronic communication. Of course, we’ll continue to send out tangible client statements, unless you’ve chosen to go paperless, and our Annual letter. The move to a more electronic world has been happening for years, and it’s sped up post pandemic.
We’re constantly using our social media outlets such as Facebook, X (formerly Twitter), LinkedIn and YouTube. Facebook continues to be our most used social media platform by clients. If you use Facebook and are not following us yet, please find and follow us so you receive our communication. All you need to do is search for Eastwood Wealth in the Facebook search box and click the Follow button once we come up. It’s that simple. You can also read our blog, The Pineapple Post and our Retirement Rules of the Road at eastwoodwealth.com.
We’ve recently invested in updating our smartphone/tablet/desktop computer app,
AccountView. As part of this update, WealthVision, our financial planning software is also included. In one convenient and secure location, your total financial picture is at your fingertips 24/7. Your personal homepage connects daily to report updated balances from your LPL accounts held through Eastwood Wealth. You can also add additional accounts such as your checking/savings accounts, credit cards, mortgages, etc. to pull balances in through WealthVision. It’s a one stop financial shop. WealthVision can also electronically house your most important documents for accessibility anytime, anywhere.
The updated AccountView versions use a traditional login with your email address and password. The smartphone app now has Face ID recognition to make logging in even easier. All facets are encrypted with the latest technology to offer the highest security possible.
If you don’t have AccountView yet and want it, please feel free to reach out to us anytime. Jaime Barick is our office guru on AccountView. Jaime can be reached via email at firstname.lastname@example.org or feel free to call her at the office, 910-509-7123.
Post pandemic, the world continues to evolve and change, and we’re evolving and changing with it. We continue to utilize video conference, phone and in-person visits for our Client meetings. The one thing that stays the same is our commitment to you and your family. We’re here to help you have more fun and pursue an extraordinary life on your own terms.
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Financial planning services offered through LPL Financial, a registered investment advisor