San Carlos Office
1150 White Oak Way
Can’t make it into the office? No problem! GoToMeeting allows us to view a video and audio shared screen during client meetings. A personalized meeting will be set up for you at the time you make your appointment. The meeting is encrypted and safe.
LPL Account View is your secure, online access to your investment account information including statements, activity and tax forms. It can be accessed from a computer, tablet or smartphone.
eMoney is your financial planning portal that allows aggregation of all financial data into one website. Clients can access to check their progress toward their financial goals.
Clients can access account performance history from this website. This is the tool Brian uses in his review meetings with you.
What is your risk number? Capture your risk tolerance and see if your portfolio fits you.