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Welcome to the client center where you can easily schedule an appointment, safely upload documents to our office, or access client services website portals. 

In addition, we have established a 'Tools & Resources' section to provide you with easy to find website links for common topics of interest. If you have a suggestion to make this section more valuable, please let us know.

Schedule a: 

Phone call client meeting

Client Portals: 

Secure Portal MoneyGuidePro Schwab Log In

Tools & Resources:

Auto

  • CarFax - Vehicle history reports, search used cars for sale, etc.
  • Edmunds.com - Consumer information experts (e.g., car pricing, reviews)
  • Kelley Blue Book - New & used vehicle pricing and reviews

Charity

Education

Home

  • Bankrate.com - Mortgage calculator and related information
  • Eloan - Compare loans, quotes, and calculators
  • Realtor sites - Customized home searches by city, find local mortgage information, find a realtor

Income Tax

  • IRS Website - Information on forms, publications, and frequently asked questions
  • Current IRS Forms - Search or select from popular forms on main page (e.g., Forms 1040, W-4, W-2, W-9)
  • Refund Status - Check the status of tax return refunds

Retirement

  • Medicare - Official US Government site for Medicare
  • Social Security - Site to verify benefits and your earning history

Travel