For Clients

Here are some links our Personal Financial Planning clients may find useful ...

• Account View - Client Access - click here (tech support# (800) 558-7567)
• Financial Industry Regulatory Authority - FINRA
• U.S. Securities and Exchange Commission - SEC
• CFP®  Board
• Your Credit Report - You have a right to a FREE credit report annually, here's how.  According to the Federal Trade Commission and the Consumer Protection Agency, the official web site is AnnualCreditReport.com.
• Freezing your credit - This is a very helpful article from the AARP blog entitled How, Why and When to Get a Security Freeze.  Legislation has recently passed allowing you to get free credit freezes and year-long fraud alerts.  Some more information from the FTC on this can be found here.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.