Through our personalized secure Wealth Management System, clients may:
• View and print financial reports
• Obtain balances for investment, bank and loan accounts
• Check alerts on financial plans and accounts
• Track and record expenses
• Upload and download important documents to and from advisors
Please remember to contact SFP if there are any changes to your financial situation or investment objectives or if you wish to impose or modify any reasonable restrictions to our services.
Connect to Charles Schwab & Co. to manage brokerage account, retirement accounts and bank accounts. Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with Strategic Financial Planning, Inc. or any advisor(s) whose name(s) appear(s) on this website. Strategic Financial Planning, Inc. is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strategic Financial Planning, Inc. under which Schwab provides Strategic Financial Planning, Inc. with services related to your account. Schwab does not review the Strategic Financial Planning, Inc. website, and makes no representation regarding information contained in the Strategic Financial Planning, Inc. website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.