Client Account Access
POWR– personal online wealth resource and mobile access to your wealth portfolio (contact our office to register)
CIRStatements – check your balance, holdings, and performance
NetX Investor – copies of your statements and notices
Education Websites
Social Security Questions and Statements
Preparing and Paying for College
- Ideas for how to pay for college
- Checklist on preparing and paying for college
- Student financial aid source ideas
Long-term Care and Elder Care Educational Information
- Educational information on long-term care
- Why you should consider long-term care insurance
- Basic educational information and what to look for in long-term care
- Elder Care Locator Service
- Medicare Information
Financial Tools
Retirement
- Are my current retirement savings sufficient?
- What may my 401(k) be worth?
- What is the impact of increasing my 401(k) contribution?
- Social Security estimator
Savings
- How much should I save to reach my goal?
- How long until my savings reach my goal?
- How long will my money last with systematic withdrawals?
Mortgage
Loans
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.
Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.
