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Planning Portal

Our Planning Portal is powered by MoneyGuide. It offers our Planner Clients the ability to track net worth and view your financial goals and the plan we designed to reach them.

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GWN Securities

GWN Securities is our broker dealer, so they handle back office and processing services related to all investment accounts. Most basic investment account information can be found here.

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If you have a directly-held account (i.e. life insurance, annuities, a single mutual fund family), the carrier's website may provide more information than the GWN Securities website. If you don't see your company below, their website is on your account statement.

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If you have an advisory account and you get a statement or quarterly report from one of the companies below, consider setting up online access for their website for additional reporting and resources.

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