© 2019 by Vested Client Services, LLC.

Tier 3: The Vested DMM Elite.

This package includes financial reporting and expense management but goes the extra step to ensure that all your services and products work seamlessly together. By becoming the ultimate team player, we will work in direct relationship with your financial advisors, accountants, lawyers, insurance brokers and bankers or introduce you to our own professional partnerships. This offering allows us to truly keep you connected and your team in sync and allows us to further assist with tasks such as:

FINANCIAL ADVISOR

  1. Direct delivery of financial reports

  2. Providing cash flow & investment transfer support

BANKER

  1. Bank deposits

  2. Execution of bank transfers & wires

  3. Initiating loan & credit card applications

  4. Assistance in opening & closing accounts

  5. Monitoring for banking & transaction errors

INSURANCE BROKER

  1. Claim Support

  2. Policy Renewals

  3. Application Assistance

ACCOUNTANT

  1. Ensure books are setup for optimal tax benefit.

  2. Communicate all income/situational changes that may affect taxes.

  3. Tax document collection & submission.

ATTORNEY

  1. Document compilation & submission.

  2. Notary Services.

INSURANCE BROKER

  1. Claim Support

  2. Policy Renewals

  3. Application Assistance

  • White LinkedIn Icon
  • White Instagram Icon