Rapacki + Co PA myWealth discussion.

1. website

3. You’ve arrived

4. Does the math for you
Auto
Auto Populates
Calculates
Auto
Auto Auto Calculates
Populates Calculates

5. Get set up
Once
&
Done

6. Store Important Documents
Once
&
Done

7. It’s this easy
 Collect basic online account information
 Enter once
 Store in the vault
 Monitor and adjust
 Make informed decisions

8. myWealth Data Collection Form

9. Data Entry & Scanning Services
 Reduced rate for Data Entry & Scanning
Services
 Secure disposal

10. Q&A
Give us a call
@
952-945-5011
We’re happy
to help!