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Client Login

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

LPL Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.

WealthVision Direct Link


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


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


The information being provided is strictly as a courtesy. When you link to any of the web sites mentioned, we make no representation as to the completeness or accuracy of information provided at these web sites. The opinions found therein are those of the author(s) of the article or website.