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. 

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

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

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.

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.

View and download documents for your Jackson National variable annuities.

Here you will find access to Brighthouse annuity contracts.

Here you will find access to your AIG annuity products.

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