WEBSITE OF THE MONTH: WorthMark Financial Services

WorthMark Financial Services, a nationwide network of financial services professionals for high-net-worth clients, has launched a web-based intranet (www.worthmark.com) that helps members stay up to date on their clients’ accounts. The system tracks financial services client activity and revenue on many levels. Data encryption and password protection ensure the security of client information.

WorthMark allows CPAs to provide clients with some financial services and products without requiring them to become full-fledged financial planners. The following services are available through a WorthMark partnership:

• Investment advisory services
• Life, disability income, and long-term-care insurance
• Estate and retirement planning
• Family wealth counseling
• Securities and investment products
• Group medical, life, and disability insurance
• Pension and 401(k) plans
• Mutual funds
• Variable life insurance and annuities
• Retirement planning analysis
• Risk analysis and business strategies
• Deferred compensation planning.

The website itself is basic, but the content is well executed for its target audience. WorthMark is still fairly new, but it seems to be evolving systematically rather than following the all-too-common pattern of promising more than it can deliver.

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