You will be leaving this website to a Client Portal where you can access your account information.

***If this is your 1st time logging in, call the office (870) 208-4089. We will have to enter additional information under your account to get you started. 

*Monthly Account Statements

*Account Summary, Holdings, & Activity Reports

*Secure messaging where you can message us, send documents, or receive documents

For Financial Planning Services please call: 870-208-4089.

or send an email to:  and I will respond as soon as possible. 

Download the Client Connect App for IPhone or Android!

In this Client Portal APP You'll Have Access to the Following:

  • 24/7 access to ALL of your accounts (brokerage, direct to fund, etc.) – all in one place
  • Secure messaging and file sharing with you
  • Login with the same ID and password as ClientConnect web portal
  • A screenshot feature that allows you to show us what you're seeing and message us about it directly

The app also offers the following additional features:

  • Easy login using fingerprint (TouchID), if TouchID is available and enabled
  • Ability to register to ClientConnect using app itself, if you haven’t registered to ClientConnect web portal
  • Ability to view our office(s) contact info and get directions to our office(s) using Maps or Google Maps
  • Same app works for iPad devices running iOS 10 or higher
  • Try out our online retirement plan wizard to see how your current plan stacks up for a successful retirement. We are always available to meet with you for a more detailed analysis, just contact us.

    What's Right For You?

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