Client Account Access

Client Portal
View all your investment accounts in one place. Account information is updated daily, and includes current account values and holdings, customizable performance reports, and a shared document folder with your advisor.

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Financial Planning Portal
View the financial plan we have created and are monitoring for you.

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TD Ameritrade
Access your TD Ameritrade accounts directly. Available information includes account balances, transaction history, trade confirmations, and tax statements.

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Would you like to schedule a Goal-Centric Meeting to review your financial plan?

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Questions regarding your login information?

Call our office: 913.402.6099

We provide fee-only advice, and do not accept product commissions or receive benefits from outside companies. Thus, we always put the needs of the client first.