Broker Check


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
Access Here


View and download statements, forms, tax documents, etc. for advisory accounts held at AssetMark.

Access Here


Client access to brokerage and advisory accounts held in custody at NFS, including Fortuna accounts. View and download detailed statements, forms, tax documents, etc.

This is also where you will find performance information on Fortuna accounts.

Access Here


Client access to advisory accounts provided by Baystate Wealth Management, and held in custody at Fidelity. You may also log into accounts directly held at Fidelity, like your 401(k).

Fidelity's site is also called Wealthscape, but has a different login then accounts held at NFS.

Access Here

Jackson National

View and download documents for your Jackson National variable annuities.

Access Here

Brighthouse Financial

Here you will find access to Brighthouse annuity contracts.

Access Here

AIG Annuities

Here you will find access to your AIG annuity products.

Access Here


Here you will find access to MetLife life insurance products and annuities.

Access Here

John Hancock

Here you will find access to your John Hancock life insurance policies and annuity products. 

Access Here