What is it? Is it RIGHT for you?
See your financial goals. Are you on track for things like buying a house, retirement, or saving for college?
Track your expenses and stay on top of your budget.
All your financial accounts can be linked and in one place, with daily updates.
We use a guided process to help you get a picture of your net worth, spending and all your accounts.
Longleaf Wealth Management Group is excited to share this new tool with you. Give us a call today to learn more! 256-770-8040
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Longleaf Wealth Management Group, LLC and LPL Financial are separate entities.