PALMS (Professional Advisors Lifetime Management System)

PALMS memberships will ensure that your plans are carried out, and save you time and money in the management of your personal, financial and legal planning.

CLICK HERE TO LOGIN TO YOUR PALMS ACCOUNT

Let PALMS Simplify Your Life

PALMS (Professional Advisors Lifetime Management System) technology gives you and your team of professional advisors an invaluable tool during the development, lifetime maintenance and after-death administration of your financial, tax and estate plan.

As a PALMS Member You Will:

Have your own secure account on our website server.
Easily update and maintain your total net worth statement and portfolio.
Enjoy 24/7 access to your PALMS website from anywhere in the world with an internet connection.
Securely store and access all vital documents at any time.
Have your own Private Advisor Network, keeping your core advisors connected and informed.

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A secure storage platform that enables you to organize and manage all your estate planning in one place.

What’s Included With PALMS

A comprehensive annual meeting with your attorney from Pierro, Connor & Strauss

24/7 access to a clear, concise online dashboard displaying summaries of all your legal and financial information through Inheralink

Analysis, new insights and recommendations that will help your strategy continue its success as changes in life, laws and regulations affect your existing plan

Direct phone and email access to your PCS team at no additional cost (2 hours per year)

Immediate access to legal documents, your asset information and values, anywhere, anytime

Personalized Total Net Worth Statement

Updates to your financial and personal info and profile with no appointment necessary

Meet Our PALMS Concierge, Michelina Jornov

Ask Us About PALMS

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PALMS Clients Say:

Using the PALMS System in conjunction with our attorney’s advice has brought even more benefits than anticipated. Not only does PALMS provide orderly filing for all important documents needed for current and future planning, but also it is a useful resource for keeping family and business contact information current.

Leila Salmon

Working through and fulfilling the PALMS program is a highly insightful process, and the end product brings a panoramic financial view of your situation for future decisions.

Gary Anderson

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PALMS (Professional Advisors Lifetime Management System)

PALMS memberships will ensure that your plans are carried out, and save you time and money in the management of your personal, financial and legal planning.

Let PALMS Simplify Your Life

As a PALMS Member You Will:

Have your own secure account on our website server.

Easily update and maintain your total net worth statement and portfolio.

Enjoy 24/7 access to your PALMS website from anywhere in the world with an internet connection.

Securely store and access all vital documents at any time.

Have your own Private Advisor Network, keeping your core advisors connected and informed.

Powered by Inheralink®

View A Sample PALMS Account:

What’s Included With PALMS

Meet Our PALMS Concierge, Michelina Jornov

Ask Us About PALMS

PALMS Clients Say:

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