Skip to content

We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

Dual logo (all white)-01
Menu
  • About
  • Events
  • Financial Services
  • Client Access
    • Retirement Plan
    • TD Ameritrade
    • Orion
  • Blog
  • Contact
    • FAQ
Menu
×
  • About
  • Events
  • Financial Services
  • Client Access
    • Retirement Plan
    • TD Ameritrade
    • Orion
  • Blog
  • Contact
    • FAQ

Complimentary Access to Our Powerful Portfolio Monitoring System

By Scott Campbell, RICP | September 11, 2018

Portfolio Monitoring Software Reduces Your Investment Risk

If you’ve been investing in market-based securities, you probably understand how important market risk is. Not all investments are tied to the market, but any that you do have will face the risk of devaluation during the term of your investment. You can mitigate this market risk by monitoring your investments and until recently, this wasn’t easy.

The old way of doing things involved checking asset valuations on a daily basis. Not all investors have that kind of time, creating a monumental risk. Failing to closely monitor your investment could result in a significant decrease in value. At times, this may be a large loss that could require action on the part of the investor. By watching the investment more closely, you have better foresight and ability to take action. With a better picture of your investments, you will have more clarity and peace of mind.

Never Miss A Beat, Through Customizable Account Alerts

Your portfolio can’t monitor itself, but AssetLock can monitor your portfolio. There’s no longer a reason to worry about the value of your investments and check them on the dot every hour. Let AssetLock track your invesments for you and send personalized alerts when your account does the following:

  • Receives Deposits
  • Earns Dividends
  • Reaches a New High Water Mark
  • Has Elevated Risk (Yellow)
  • Triggers AssetLock® (Red)

What is AssetLock?

https://theretirementinstructor.com/wp-content/uploads/2018/08/How-it-Works-V2-No-Intro-v2.mp4

How Is This Portfolio Monitoring Free?

As Founder and President of Austin First Financial, AssetLock provides me with selective access to their services. I have chosen to use that access to share one year of free service with you. This enables you to apply AssetLock alerts to accounts that may not be managed by an advisor, including 401Ks, 403Bs, 457Bs, & TSPs.* I highly recommend taking advantage of this service to monitor your investments.

*AssetLock is not guaranteed to be functional with all financial custodians

How Long Will I Receive Free Portfolio Monitoring?

I can’t think of a better way to monitor your investments, so that you can receive alerts when your account is updated.
You will obtain one year of free access to AssetLock Personal, whether or not your finances are managed by Austin First Financial, Inc.

Limitations of AssetLock

We can use on Solomon and retirement, but not for Schwab, Fidelity, eTrade

Is This Service Secure?

AssetLock has an unparalleled level of security, that will protect your information as you keep track of your investing. They utilize the following tools to guarantee the privacy of your financial information:

  • Digital Certificates
  • Secure Connection – HTTPS
  • Session Management
  • Data Encryption
  • Financial Data Access Roles
  • Audit Logs and Notifications
  • Investor Account Access
  • No Password Retrieval

Try it out for yourself, before we run out of free accounts!

Not sure what you would do if AssetLock sends you a low balance alert? 
I knows the ins and outs of investing and can help you with your financial questions. Call today for a first-time, complimentary appointment: (512) 638-9499

Posted in Financial Advising, Investments and tagged account monitoring, advising, asset, assetlock, assets, atx, austin, austin tx, elderly, fiduciary, finance, financial, financial advisor, financial monitoring, invest, investing, investment portfolio, investments, portfolio monitoring, retire, retirement, senior, texas, unretire, unretirement, wealth management

Recent Posts

  • Optimize Your Retirement Contributions in 2019
  • Keep The Tax Credit for Charitable Gifts
  • Retirement Planning Challenges for Women
  • New Client Guide- The Retirement Instructor
  • 401(K)s Can Augment Your Retirement Plan

Archives

  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018

Categories

  • A Happy Retirement
  • Financial Advising
  • Insurance
  • Investments
  • Social Security
  • Taxes

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Contact Us

Phone: 512.638.9499
Fax: 512.501.6282
ScottC@AustinFirstFinancial.com


Our Location

1502 West Avenue, Ste. 204
Austin, TX 78701

Connect With Us

Austin First Financial BBB Business Review

Disclosures

Privacy Policy

Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Austin First Financial are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 258000

Call Now Button