Investment Portfolio Reports

For statements and performance reports, CLICK HERE and enter your credentials. You then can choose from a menu of reports and define the time period you want to review. Please let us know if you have any trouble configuring a report or would like a particular type of report set as the default when you log in.

Document Vault

For your document vault containing saved reports, statements, estate planning documents, insurance policies and financial plans, CLICK HERE and enter your credentials. Please let us know if you would like additional documents included in your vault.

Financial Planning Tools

For the tools we use to design and monitor your financial plan, CLICK HERE and enter your credentials. Remember, the tools we use are not meant to be "self-service" and the variables can get very complex. We provide access to these tools upon request in order for clients to monitor their progress between review meetings.

Conference Call Instructions

To join our monthly conference calls, dial 1-800-786-1922 a few minutes prior to the scheduled start time. When prompted, enter 97115842 and follow the prompts. Your line will be automatically muted at the start of the call. After the presentation, we will ask for questions and comments. Pressing *1 will notify us that you have a question and we will un-mute callers in the order that "hands were raised."

Take a Test Drive

If you don't have your own username and password but would like to explore any of the client tools please use the following sample user name and password: 

Portfolio Reports: sampleclient & abc123ABC
Document Vault: sampleclient & abc123ABC
Financial Planning Tools: bradwaysample & abc123ABC

Website Tutorials

We have started recording tutorials and writing step-by-step instructions to help you get the most out of the resources available on our website. Please CLICK HERE to access the Tutorials page.