As a client of Integrated Wealth Management, we'll help you simplify your life by providing an electronic vault on the web where you can see, store and retrieve your holdings, plans and important documents in one secure place protecting them from loss from a catastrophic event, providing easy access and organization for authorized family members or advisors in a time of need, and 24 / 7 access from anywhere in the world through your secure protal on the web. Any electronic media including the following can be stored:

• Trusts
• Tax Returns
• Financial Plans
• Estate Documents
• Insurance Policies
• Legal Documents
• Even precious photos and video

Through the secure personal site you can share designated documents allowing collaberation online and in real time with all of your advisors saving you time and money. 

Kevin C. Swanson is a Registered Representative with and securites and financial planning services are offered through LPL financial,
a Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org
The LPL Financial Representative associated with this site may only discuss investments with residents of California and Nevada.