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Client Center

NFS Account Statements

MyStreetScape allows investors to view their Securities America, National Financial Services account information over the internet.  Once in the MyStreetscape system, simply choose your account number from the drop down menu marked "Account Number" and select the menu choice you want to see (Account Information, Balances, Positions, Etc...) Or use the "Tutorial" to learn more about the system.  Let us know if you need assistance getting access to this service. 

How to change your document delivery options (mail or email) - Once in MyStreetScape, click on the upper right hand corner tab that says "Service" then click on the only tab that shows up which is "Document Delivery Instructions."  Then choose how you want your documents to be delivered for EACH account.  (if you have multiple accounts, you need to update each account if you want all of your accounts to be paper or electronic)

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Albridge Account Access

All of my individual clients have access to this portal.  This tool aggregates all of your accounts with me in one place.  Let us know if you need assistance getting access to this service, as you will need a temporary password to login for the first time. 

For web-based training on how to use Albridge, you may take the online investor tour at: http://tour.albridge.com.  If you are having trouble logging into your account or need online access, email or call us to get assistance.  

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Personal Client Site

This site is a top of the line planning tool which is accessible to qualifying individual clients in my practice.  This is a personal client website that gives you access to view your assets (even accounts held elsewhere), budgeting tools, the client vault, net worth statement, insurances, education center, a mobile site for your phone or tablet, access to your financial plan and more.  

To receive full access to the site, a client must have at least $100,000 invested with me or have an ongoing financial planning retainer.  If you are a qualifying client of my practice and you are interested in getting access to your site, please let us know and we will be happy to assist you. 

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Free Risk Tolerance Questionnaire

We use a unique Risk Assessment tool called "Riskalyze" to uncover our client's true investment risk tolerance.  Uncovering your true risk tolerance is critical to your investing success.  Click below to take our free 5 minute risk assessment survey to see if you are taking the appropriate amount of risk in investment portfolios.

Find Your Risk Number

Free Calculators

Here is a link to multiple financial calculators.  These calculators are useful in getting baseline answers to multiple financial topics.  These topics include your retirement, estate, investments, insurance, tax, money and lifestyle.  Click below to try out these calculators.

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Free Presentations

Here is a link to my free presentations on multiple different financial topics.  Click below to start learning some useful financial information. 

Learn more

Mutual Fund Accounts

The following links will give you direct access to your mutual fund accounts held directly with a mutual fund company as the custodian.

Go To Links

College Saving Accounts

The following links will give you direct access to your college savings accounts held directly with a mutual fund company as the custodian.

Go To Links

Annuity Accounts

The following links will give you direct access to your annuity accounts held directly with an insurance company as the custodian.

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Securities America Performance Reports

View performance reports for your Securities America, Managed Opportunities Accounts

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Third Party Money Managers

The following links will give you direct access to your accounts managed by a Third Party Money Manager

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Alternative Investments

The following links will give you direct access to your accounts held directly with an Alternative Investment company

 

Go To Links

Company Sponsored College Savings Participants

Client Logins for participants of a college savings 529 plan sponsored by an employer

Go To Links

Company Sponsored Retirement Plan Participants

Client Logins for participants of a company sponsored retirement plan

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Company Sponsored Retirement Plan Trustees

Client Logins for trustees of a company sponsored investment plan

Go To Links

Life Insurance Logins

Log in to your life insurance account to view your account and make changes to your policy.

Go To Links

Disability Insurance Logins

Log in to your Disability insurance account to view your account and make changes to your policy.

Go To Links

Long Term Care Insurance Logins

Log in to your Long Term Care insurance account to view your account and make changes to your policy.

Go To Links

Interested In Connecting With Us But You Don't Live In The Sacramento Area?

Not a problem!  With the help of Citrix GoToMeeting we can hold live meetings via the phone, computer, or tablet from anywhere in the world.  My long distance clients and clients who travel a lot love the ease of working with me from all over the globe.  We can also take care of other logistics like paperwork via email, mail or fax.  Click here to see how easy it is to partner with us using these tools. 


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