Broker Check

Financial Navigator

Your Personal Financial Website

Current Clients, click here for access to the Financial Navigator.

Today's financial world is more complex than ever. How difficult is it for you to visualize every component of your family’s financial picture? How challenging is it to keep track of the many changes? We know just how tough this can be - we help families with this every day.

To make it easier for you to manage your financial life, we have created a secure personal financial website that is available to each and every one of our Financial Planning and Advisory clients.


  • Access to your investment, trust, retirement, banking, mortgage and loan accounts
  • Daily updates on your net worth, investment values and portfolio allocation
  • Secure and private storage vault for important documents such as wills, deed to your home, tax returns, business agreements and insurance policies
  • Tools, such as reports and calculators, that provide critical decision making information
  • Ability to track your airline and hotel rewards programs


  • Complete view of your financial information whenever you want it, wherever you are.
  • Makes collaboration with your advisors much easier
  • Increases confidence that well informed financial decisions are being made
  • Alerts to let you and your advisors know when you are off track
  • Secured using the same technology that the FBI uses to protect their information

If you would like to schedule an appointment to learn more about what your Personal Financial Website could look like, please give us a call at 704.360-5074.