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Connect2A.com, LLC ("Connect2A.com") is an application service that lets Accountants, Attorneys, Financial Professionals, and their Clients securely gather and share personal and financial information over the internet during the Planning, Lifetime Maintenance, and After-Death Administration of a Clients Wealth Strategies Plan.



The site brings together information gathering and sharing, total wealth aggregation and consolidation, estate and financial planning, with administration in one easy-to-use location. Connect2A.com provides a single, low cost resource for Professional Advisors and their clients to manage a client's total wealth with greater simplicity.

Our service allows Professionals to become interactive with each other and their clients. Implementing Connect2A's services in your practice will enhance your relationship with clients, other Professional Advisors, and save time in collecting and managing clients' personal and financial information


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