Why do you recommend account consolidations?

There are several advantages to consolidating your investments, including:

• Reduction in Paperwork: With fewer accounts to track, you'll experience a significant reduction in paperwork, making it more convenient to oversee your financial holdings.
• Error Reduction: A consolidated portfolio decreases the chances of errors or oversights in managing your investments.
• Simplified Tax Preparation: Consolidation simplifies tax preparation and record-keeping, making it easier to manage your financial affairs during tax season.
• Enhanced Money Management: Managing your money flows becomes more straightforward when your investments are consolidated in one place.
• Review Opportunities: Consolidation provides the opportunity to review and update title issues and beneficiary designations, ensuring they align with your current intentions.
• Estate Administration: In the unfortunate event of death or disability, having a consolidated portfolio centralizes estate administration, making the process more efficient and manageable for your loved ones.