Information and Client Access Page

eMoney Advisor is one of the most powerful planning tools available to financial advisors.  Due to the fact the our investment strategies require the use of many different investment sponsors and custodians, we made the decision many years ago to utilize this resource to help our clients "bring it all together" as a one-stop resource for aggregation of financial data, secure storage of sensitive and critical documents, and real time, up to the minute financial planning, vs. the use of static, hardcopy plans that can become outdated very quickly.  This resource is provided to specific clients who meet certain criteria, respective of their financial assets and ability to use and apply today's computer technology.

EXISTING CLIENTS 

Please click the eMoney logo to access the client login page.
Introductory Short Videos - If you are not presently an eMoney user, we recommend viewing these in the order presented in order to assess whether eMoney is a resource the is right for you.	Life in a Box    What's in a Number?    Who We Are          What We Do
Not a current user of eMoney?  Click the IFSG logo to the right to learn more.
For a brief overview of how eMoney can help organize your finances, click the image to the right.
To dig deeper into eMoney as a comprehensive financial planning resource, click the image to the right.

ADVISORS (CPAs and ATTORNEYS)

Please click the image below for a video preview which profiles the use of eMoney in solidifying client relationships and assuring cohesive planning team outcomes

CPA AFFILIATE VIDEO INTRODUCTION	ATTORNEY AFFILIATE VIDEO INTRODUCTION

CAREER PATH / LIFE STAGES

Click the image below that corresponds with your current career path or life stage to watch the eMoney video profile that is right for you. 

Business Owners (Flash)
Business Owners (WMV)
Executives
Professional Women
Women (widowed/divorced/retired)
Attorneys
Physicians