CLIENT PORTAL

Current Clients:

Please use the links below to access the client portal, your accounts at Schwab, and our privacy policy.

Additional Resources

Please consult the resources below for additional information regarding financial planning.

letsmakeaplan.org
For information on the CERTIFIED FINANCIAL PLANNER™ designation

SSA.gov
For information on Social Security benefits and access to your Social Security Work Record

Medicare.gov
For information on Medicare plans and premiums, including Supplemental and Part D plans

Texas Department of Insurance
Compare rates and coverages on home, auto, life, health, and long-term care insurance policies

Long-Term Care
Information on long-term care needs and costs from the Dept. of Health and Human Services

Forum for Sustainable and Responsible Investment
For information on ESG, impact, and sustainable investing opportunities