Zoom
Can’t make it into the office? No problem! Zoom 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.
eMoney Client Portal
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.
Albridge
Clients can access account performance history from this website. This is the tool Brian uses in his review meetings with you.
LPL Account View
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.
