Logins
Logins
For your convenience, below are the links for the most commonly used client logins: for financial planning, investments, insurance and annuities. Please don't hesitate to contact me if you need help getting your email and/or address up-to-date, so you receive timely communications from your various service providers.
Planning for Good - Personal Financial Website
Your Planning for Good personal client website (powered by eMoney) is your secure, single point of access to:
- Financial and Investment Account Aggregation
- Savings and Budget Tracking
- Asset and Real Estate Holdings
- Document Vault
- Financial Analysis and Reports
AssetMark
View and download statements, forms, tax documents, etc. for advisory accounts held at AssetMark.
Wealthscape Investor - Cambridge NFS
Client access to brokerage and advisory accounts held in custody at NFS with Cambridge Advisors. View and download detailed statements, forms, tax documents, etc.
Jackson National
View and download documents for your Jackson National variable annuities.
MassMutual
Here you will find access to view your MassMutual life, disability and LTC insurance products and make premium payments.