Broker Check

Client Login

My Viewpoint  - Utilize this link to share perspective on what is important to your personal financial plan.

Not sure which client portal's would work best for you? Contact The Financial Planning Group for assistance. 

Utilize Investor 360 to help you monitor your accounts versus your goals.

Coordinate and track investment allocation and performance with Envestnet

View positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts with Wealthscape.

Manage your accounts online with MetLife:

  • Get convenient and secure access
  • View and update accounts
  • Make transfers and payments

Manage your accounts online with LPL Account View: