Upload Your Financial Documents for a Confident Retirement Plan.

Build a future with clarity. Your financial security starts here.

An Encrypted and Easy Way to Share Your Documents.

Your information is protected with bank-level encryption. No paperwork, no hassle—just peace of mind.

Your Security is Our Priority

We understand that financial documents contain sensitive information. That’s why we use industry-leading encryption to ensure your data stays private and protected. Your documents are handled with the utmost confidentiality, giving you complete peace of mind.

Gather Documents to Get Started

To provide you with the best retirement strategy, we need the following:

• Income Statements (W-2s, 1099s, pension details)

• Investment Statements (401(k), IRA, brokerage accounts)

• Social Security Estimates

• Insurance Policies (Life, Long-Term Care, Annuities)

• Estate Planning Documents (Will, Trusts, POA)

Don’t worry—we’ll walk you through the process.

A Simple, 3-Step Process to Submit Your Documents

1. Upload your files - Drag and drop your documents or take a picture from your phone.

2. Encrypted Transmission – Your files are protected with bank-grade encryption.

3. Expert Review & Guidance – We review your documents and tailor your retirement plan.

It’s that easy! No need to fax, email, or mail anything.

Got Questions? We’ve Got Answers

• Is my information really safe?
Yes! We use the same level of encryption that banks and financial institutions use.

• What if I don’t have all my documents?
No problem—upload what you have, and we’ll guide you on the rest.

• How long does this take?
Uploading takes just a few minutes. We’ll review your documents within 24-48 hours.

For educational and informational purposes only. Financial Doc Hub™ does not provide any tax, legal, accounting, or investment advice.