Industry News

Generational Vault – Keeping Your Financial Information Safe and Secure

By |March 1st, 2015|

24-hour client access to their financial life
Generational Vault is a virtual “safety deposit box” for your clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to pass and store confidential financial documents, daily investment and banking values powered by third-party vendor By All Accounts as well […]

Thriving in the New Year

By |January 8th, 2015|

An education-first approach enables Thrive Financial Services to help families, grow businesses and build communities
by BILL DONAHUE
photography by JODY ROBINSON

David Bezar has always had the heart and mind of an entrepreneur. Bret Elam considers himself a teacher of sorts, though the best term to describe him just might be “financial educator.” Together Bezar and Elam represent the brain […]