Welcome to Your eMoney Client Portal

Your financial future is just a few clicks away with the eMoney Client Portal, a powerful tool designed to give you complete control over your financial planning. This page provides direct access to your portal, where you can easily manage your investments, track your goals, and collaborate with our team for a more personalized financial experience.

The eMoney Client Portal offers you real-time insights into your financial health. From checking your account balances to running advanced reports, the portal’s robust features are built to empower you. Whether you are reviewing your retirement plan or adjusting your savings goals, this portal gives you everything you need to stay on top of your finances in one easy-to-access place.

To help you get the most out of your portal, we’ve provided a comprehensive User Guide on this page. This interactive flipbook offers a step-by-step walkthrough, helping you familiarize yourself with the platform’s features, navigate the dashboard, and maximize the tools available to you. Whether you're a first-time user or need a quick refresher, this guide ensures you're never lost in the process.

Once you feel ready, click the link below to access your eMoney portal and start exploring. We recommend keeping the guide nearby for reference as you dive into managing your financial future with confidence.

If you need assistance at any point, our team is here to support you. Take control of your finances today with the eMoney Client Portal!

Stay on Top of Your Finances with our Handy Checklists

Simplify your financial planning with our downloadable checklists. From retirement readiness to investment reviews, these handouts provide clear steps to help you stay organized and confident.

Featured Checklists:

  • Retirement Readiness: Evaluate your retirement plan.

  • Budget Planning: Take control of your spending.

  • Investment Review: Ensure your portfolio is on track.

  • Social Security Considerations: Maximize your benefits.

  • Healthcare in Retirement: Plan for future healthcare needs.

Featured
Important Tax Considerations for Retirees: What to Review on Your Tax Return
Important Tax Considerations for Retirees: What to Review on Your Tax Return

Retirees face unique tax considerations when reviewing their tax returns. Our guide covers essential issues such as retirement income, deductions, and Social Security taxes to help retirees make informed decisions and maximize their savings. Stay informed and optimize your tax strategy today!

Comprehensive Credit Freeze Guide: Safeguard Your Financial Future
Comprehensive Credit Freeze Guide: Safeguard Your Financial Future

Take control of your financial security with our step-by-step Credit Freeze Checklist. Learn how to freeze your credit with the three major bureaus and safeguard your identity today

Twice Inherited IRA Distribution Checklist
Twice Inherited IRA Distribution Checklist

Navigate the complexities of taking distributions from an inherited Traditional IRA with our detailed checklist. Learn about eligibility, tax implications, and distribution options to make informed decisions that align with your financial goals. Simplify your inherited IRA management today.

Comprehensive Guide to Managing Twice-Inherited IRA Distributions
Comprehensive Guide to Managing Twice-Inherited IRA Distributions

Learn the essential steps for managing distributions from your inherited Traditional IRA with our comprehensive guide. This resource covers eligibility, tax implications, and timing requirements to help you make informed decisions and maximize your retirement savings.

Your Comprehensive Guide to Retirement Readiness: Essential Steps for a Secure Future
Your Comprehensive Guide to Retirement Readiness: Essential Steps for a Secure Future

Prepare for a secure and fulfilling retirement with our comprehensive guide called the Retirement Readiness Checklist. From financial planning and healthcare options to estate planning and Social Security timing, this resource covers all the essentials you need to consider before retiring.