Client Login

If you do not know your login and password combination, please contact our offices at 913.814.3800 and we would be happy to assist you.

Performance Reporting - Click HERE for consolidated reports on all accounts, updated on a daily basis.  Reports include performance, capital gain/loss, and current holdings.

TD Ameritrade - Click HERE for daily account balances, recent transactions and tax documents on all TD Ameritrade accounts.

Finance Logix - Click HERE for access to your Financial Freedom Analysis and Finance Logix portal.

If you are a participant in a retirement plan, please select from one of the platform options below for access to your retirement plan. 

PenSys, Inc. - Click HERE for retirement plan participant access to the PenSys, Inc. platform.

Premier Trust Multiple Employer Plan - Click HERE if you are a participant in the Premier Trust Multiple Employer Plan.

Spectrum Pension Consultants - Click HERE for retirement plan access to the Spectrum platform.

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