Asset Organizer

If your house was on fire, what’s the one thing you’d make sure to grab and save?
“The Charles Gray Asset Organizer”

All your assets organized for you in a three ring binder.

You gain complete control of your finances.

Everything in one place and organized to work together to keep you informed and in control so you can keep moving forward achieving your financial goals and increasing your net worth. A priceless and unique service I provide my clients that I am very proud of. You will find this record keeping system an invaluable tool helping  you to experience a life of abundance. Contact me to set up your Asset Organizer.

Your Deposit Bank

  • Checking Accounts
  • Savings Accounts
  • Credit Cards

Your Insurance Bank

  • Life
  • Accident
  • Cancer
  • Disability
  • Long Term Care

Your Investment Bank

  • Home, Land & Buildings
  • Stocks & Bonds
  • Annuities
  • CD’s
  • High Risk (Commodities, Gold etc.)
  • Collectibles
  • Vehicles
  • Personal Possesions


Net Worth

Estate Value

Leave a Reply

Your email address will not be published. Required fields are marked *