Introduction
Personal Capital Corporation is a digital wealth management company that provides personalized financial planning services to its clients. Founded in 2009, the company has quickly grown to become a leader in the fintech industry. In this article, we will explore the features and benefits of Personal Capital Corporation and how it is revolutionizing the way people manage their finances.
Overview of Personal Capital Corporation
Personal Capital Corporation’s mission is to provide its clients with a holistic view of their finances by consolidating all their financial accounts in one place. The company offers a free financial dashboard that allows clients to track their spending, investments, and net worth. In addition, Personal Capital Corporation offers a paid financial advisory service that provides clients with personalized investment advice.
The Free Financial Dashboard
The free financial dashboard is the cornerstone of Personal Capital Corporation’s services. It allows clients to connect all their financial accounts, including bank accounts, investment accounts, and credit cards, in one place. The dashboard provides clients with a real-time view of their finances and helps them track their spending, investments, and net worth.
The Paid Financial Advisory Service
For clients who want more personalized investment advice, Personal Capital Corporation offers a paid financial advisory service. The service provides clients with access to a team of certified financial planners who offer personalized investment advice tailored to their specific financial goals.
Features and Benefits
Personal Capital Corporation offers a range of features and benefits that make it an attractive option for people looking to manage their finances more effectively.
Investment Management
Personal Capital Corporation’s investment management service is designed to help clients build a diversified investment portfolio that aligns with their financial goals. The company uses a combination of passive and active investment strategies to help clients achieve their investment objectives.
Tax Optimization
Personal Capital Corporation’s tax optimization service is designed to help clients minimize their tax liabilities. The company uses a variety of tax optimization strategies, such as tax-loss harvesting, to help clients reduce their tax bills.
Retirement Planning
Personal Capital Corporation’s retirement planning service is designed to help clients plan for their retirement. The company offers a range of retirement planning tools, such as retirement calculators and retirement income projections, to help clients plan for their future.
Estate Planning
Personal Capital Corporation’s estate planning service is designed to help clients plan for the transfer of their assets to their heirs. The company offers a range of estate planning tools, such as estate planning calculators and estate planning checklists, to help clients plan for their future.
Security and Privacy
Personal Capital Corporation takes security and privacy very seriously. The company uses state-of-the-art encryption technology to protect its clients’ personal and financial information. In addition, Personal Capital Corporation is registered with the Securities and Exchange Commission (SEC) as an investment advisor.
Conclusion
Personal Capital Corporation is revolutionizing the way people manage their finances. With its free financial dashboard and paid financial advisory service, the company is providing clients with a holistic view of their finances and personalized investment advice tailored to their specific financial goals. If you are looking to take control of your finances, Personal Capital Corporation is definitely worth considering.
