For access to 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.

To access your archived documents such as portfolio reports, statements, estate plans, insurance policies and financial plans, CLICK HERE and enter your credentials. After you log on, an additional page with your name will be available when you hold your mouse over the CLIENT RESOURCES tab. Also, please let us know if you would like additional documents included in your vault.

To access a working copy of 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.

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

Portfolio Reports: sampleclient & abc123ABC

Document Vault: sampleclient & abc123ABC

Financial Planning Tools: bradwaysample & abc123ABC