Existing Clients Access

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Custodial Account - Scottrade

Access your account via the Scottrade Secure Customer Login, click the link above to login.


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Financial Plan - Money Guide Pro

Access your MoneyGuidePro innovative financial plan, click the link above to log in.


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Financial Planning Questionnaire - PreciseFP

Access our PreciseFP data-gathering tool created to facilitate the data collection process, click the link above to login.

Access the PreciseFP client tutorial demonstration by clicking here.

College Planning Advice    

Solutions to college funding challenges.

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Social Security Planning Advice

Guidance on collecting Social Security benefits.

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Advice for Retirees      

Maximize the likelihood that your assets last long.

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Advice for Wealth Creation

Achieve financial security and independence.

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