Broker Check

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 / Client Portal

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

(Here's the eMoney login guide, if you're just getting started!)

If Karen is your lead advisor, you'll access your client portal here: https://bit.ly/Planning-for-Good-personal-client-portal-KMT

AssetMark

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

(Here's the AssetMark login guide, if you're just getting started!)

Access Here

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.

(Here's the Wealthscape-Cambridge-NFS login guide, if you're just getting started!)

Access Here

Nationwide

View account details and download documents related to Nationwide annuity contracts.

(Here's the Nationwide login guide, if you're just getting started!)

Access Here

Jackson National

View account details and download documents related to Jackson National annuity contracts.

(If you're a first-time client website user, simply select "Register Now" on the login page and follow the prompts)

Access Here

AIG Annuities

View account details and download documents related to AIG annuity contracts.

Access Here

MassMutual

View account details and download documents related to MassMutual life, disability and LTC insurance products and make premium payments.

Access Here

Brighthouse Financial

View account details and download documents related to Brighthouse annuity contracts.

Access Here

MetLife

View account details and download documents related to MetLife life insurance products and annuities.

Access Here

John Hancock

View account details and download documents related to John Hancock life insurance policies. 

Access Here