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Good thoughts are no better than good dreams, unless they are executed.
-Ralph Waldo Emerson

Client Links

Links for Clients

  • NetXInvestor - login page for SSG accounts (enter 47Y as the Financial Organization number)
  • eMoney - login page for your eMoney website + your document vault
  • Annual Credit Report - monitor your credit report by requesting 1 of 3 free annual credit reports every 4 months
  • Identity Theft - what to do next if your wallet is stolen, you're a victim of a data breach, or your online account was hacked
  • CollegeAffordability - CFP® and fellow NAPFA planner offering several tools for a deep-in-the-weeds look at financial aid + paying for college