Resources
Resources to Guide Your Financial Journey
When planning your financial future, having the right tools makes all the difference. Access our carefully selected resources to help bring clarity to your financial future.
Personal Finance
Stop worrying about whether you’re making the right financial moves. These tools help create a clear picture of your current situation and future goals.
- Budget Worksheet (PDF): Get organized and gain confidence in your spending and saving decisions
- Investor Profile Questionnaire (PDF): Understand your comfort level with investing and identify the right strategy for you
- CD Calculator
- Car Loan Calculator
- Mortgage Amortizing Calculator
Financial Planning
Take control of your financial future with resources that help us understand what matters most to you.
- Impact Assessment Questionnaire (PDF): Ensure your investments reflect your values and the causes you care about
- Goal Planning & Monitoring (Individual) (PDF): Create your personalized roadmap to financial confidence
- Goal Planning & Monitoring (Couples) (PDF): Design a shared vision for your family's financial success
- How Much Do I Need to Retire? Calculator
- Retirement Income Estimator
- Retirement Plan Withdraw
- Required Minimum Distribution Calculator
- Social Security Benefits
Business Owner Resources
You've worked hard to build your business. These tools help ensure its continued success and your lasting legacy.
- Business Owner Questionnaire (PDF): Plan for your business's future with confidence
Additional Resources
Charitable Gifts, Estate, Trusts
Insurance
Client Access How to Videos
Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It's all part of our commitment to helping you seamlessly manage your financial life.
Setting Up Enrollment
Enrolling in Client Access is simple. Before you begin, you'll need your account number and data that confirms your identity.
Setting Up Paperless Delivery
Stay on top of account updates with paperless delivery. It's secure, convenient and easy on the environment.
Customizing the Summary Page
Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more.
Setting Up Enhanced Authentication
Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password.
Using Enhanced Authentication
The Enhanced Authentication feature will send a passcode to you via text message or voice call that you'll use to log in.
Adding External Accounts
See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts.
Sorting and Filtering the Portfolio Page
View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you.
Locating Documents
Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab.
Sharing Files in Vault
Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access.
Making a Mobile Deposit
Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet.
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
