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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.
 For information on the CERTIFIED FINANCIAL PLANNER™ designation
 For information on Social Security benefits and access to your Social Security Work Record
 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

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