Making Financial Do It Yourself Affordable and Secure

Posted by Ned Armand, President of Eastern Point Trust Company on Dec 10, 2014

In the ever-expanding world of technology and the thriving market for applications, “Do It Yourself” (DIY) has become a mainstay mantra of the 21st century.  

A New Era

Affordable and Secure, Do It Yourself, DIY, Kiss Trust, Irrevocable Trust

The accessibility of technology has paved the way for an individual to do things that once required a physical presence or a highly trained professional.

The Power of You

From online banking services to insurance quotes, financial technology has put the power to accomplish your fiscal goals directly into the palm of your hand. In turn leveraging intellectual property and lowering the barrier to entry, all while creating a more affordable and secure environment for your transactions.

DIY Renaissance

As markets expand and ideas flourish, a new brand of online DIY services has emerged, championing the power of convenience, cost, and reliability. The web-based marketplace for financial services and its power players like E-trade, Charles Schwab, Scottrade etc. has exploded, bringing the power of financial DIY to personal finance and investing. But what gives all these DIY services their allure?

Simplicity, the convenience and the low cost associated with DIY generates an affordable and secure environment, furthering economic growth and encouraging expansion of available online financial and legal resources.

Affordable and Secure Self Service

This new environment of the 21st century marketplace has inspired facilities such as self-service irrevocable trust creation and bundled trustee services. These services, once out of reach to all but the ultra-wealthy, are now readily available, affordable, and secure resources for anyone with an internet connection.

As the financial DIY market expands across all platforms of services, the associated cost continues to drop, and the integrated accompanying technologies will only become more refined and easier to use. Remote access to industry professionals generates a knowledge base that has never been so easily accessible, creating an environment rich in relevant and easily dissectible information.

To learn more about how you can meet your financial goals more affordably and securely by putting DIY financial tools to work for you, download our Irrevocable Trust Checklist below, and starting your own financial DIY project today.

Download Your FREE Irrevocable Trust Self Assessment Checklist!

Image Credit

Read More

Tags: DIY, Affordable and Secure, Do It Yourself

Kiss Trust

Creating a Trust
Has Never Been Easier

Kiss Trust is the only patented total trust solution in America. Kiss Trust Is a self-help trust creation tool with integrated trustee services and access to over 5,000 mutual funds, 1,000 ETFs and a brokerage account with stocks and bonds. Kiss Trust lets you create a powerful custom irrevocable trust without the expense and trouble of hiring an attorney.

Subscribe to Email Updates

Hours & Info

PO Box 536
Warrenton, VA 20188

8:00 AM To 4:00 PM EST