My Easy Plan
With "My Easy Plan," JT Stratford's digital financial planning solution, participants will always be one click away from their personalized financial plan.
It only takes a few minutes to add accounts, such as bank accounts, credit cards, brokerage accounts, insurance policies, and even real estate. Plus, participants can add legal documents like wills and estate planning forms to protect those they love most.
With "My Easy Plan," participants will be able to establish goals and gain a better understanding of their overall financial picture.
Click on the icon below to learn more about My Easy Plan.