alt

Information and Client Access Page

 

eMoney Advisor is one of the most powerful planning tools available to financial advisors.  Due to the fact the our investment strategies require the use of many different investment sponsors and custodians, we made the decision many years ago to utilize this resource to help our clients "bring it all together" as a one-stop resource for aggregation of financial data, secure storage of sensitive and critical documents, and real time, up to the minute financial planning, vs. the use of static, hardcopy plans that can become outdated very quickly.  This resource is provided to specific clients who meet certain criteria, respective of their financial assets and ability to use and apply today's computer technology.

EXISTING CLIENTS 

Please click the eMoney logo to access the client login page. alt

Introductory Short Videos - If you are not presently an eMoney user, we recommend viewing these in the order presented in order to assess whether eMoney is a resource that is right for you.

 

alt     alt     alt     alt

   Life in a Box    What's in a Number?    Who We Are         What We Do

Not a current user of eMoney?  Click the IFSG logo to the right to learn more. alt
For a brief overview of how eMoney can help organize your finances, click the image to the right. alt
To dig deeper into eMoney as a comprehensive financial planning resource, click the image to the right. alt
Go Mobile - Personal Financial Mobile Website
System Security

 

ADVISORS (CPAs and ATTORNEYS)

Please click the image below for a video preview which profiles the use of eMoney in solidifying client relationships and assuring cohesive planning team outcomes

CPA AFFILIATE VIDEO INTRODUCTION ATTORNEY AFFILIATE VIDEO INTRODUCTION
CPA Affiliate ATTORNEY AFFILIATE

CAREER PATH / LIFE STAGES

Click the image below that corresponds with your current career path or life stage to watch the eMoney video profile that is right for you. 

Business Owners alt
Dentists

Executives

alt
Professional Women alt
Women alt
Attorneys alt
Medical Professionals
Physicians alt
Retiree