"We look forward to serving you and consider each new relationship an opportunity to demonstrate why we should be your partner in Planning Today for Tomorrow".
~Kevin VanDyke~  
Client Access Links:
  • AIM Funds Account Information
  • Albridge Account Access
  • Alliance Capital Account Information
  • American Funds Account Information
  • ASAF/American Skandia Account Information
  • CNA Account Information
  • Davis Funds Account Information
  • Equitable Account Information
  • Fidelity Advisor Account Information
  • Franklin Templeton Account Information
  • Golden/ING Account Information
  • IDEX Account Information
  • Inland REIT Account Information
  • Jackson National Account Information
  • John Hancock 529 Account Information
  • MetLife Account Information
  • Nationwide Account Information
  • NFS 4MyAccount Information
  • Ohio National Account Information
  • Oppenheimer Account Information
  • Pacific Life Account Information
  • Pershing Account Information
  • Putnam Investments Account Information
  • Transamerica Account Information
  • WM Funds Account Information
    •  

    PLEASE NOTE:  The links being provided are strictly as a courtesy to our clients.  When you link to any of the sites provided here, you are leaving our site.  Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you are leaving this website and assume total responsibility and risk for your use of the sites you are linking to.
    Calculators

    Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

    More Calculators →

    Newsletters

    Save the Date

    There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

    Making Moves to the Money Market

    Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

    Love and Marriage and Retirement

    More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

    Interest Rates: Be Ready for Anything

    There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

    More Newsletters →