Client Login
Welcome to our client login portal. If you need assistance with your login credentials, please don’t hesitate to reach out to our offices at 913.814.3800. Our team will be delighted to assist you.
Access Your Financial Information:
Performance Reporting & Financial Plan Summary: Click HERE to access consolidated reports for all your accounts. These reports are updated daily and provide valuable insights into your performance, capital gains/losses, and current holdings.
Charles Schwab & Co., Inc. (Schwab): Click HERE to view your daily account balances, recent transactions, and access tax documents for all Schwab accounts. Stay informed about your investments and financial activities with ease.
Spectrum Pension Consultants: Click HERE to access retirement plan participant resources on the Spectrum platform. Stay connected to your retirement plan details and manage your accounts efficiently.
We’re dedicated to providing you with convenient access to your financial information, empowering you to stay informed and in control of your financial future. If you have any questions or need further assistance, please feel free to contact us.