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Our Planning Portal is powered by RightCapital. It offers the ability to track expenses and net worth, keep your accounts in one place, and most importantly -  view your financial goals and the plan we designed to reach them.




GWN Securities is our broker dealer, so they handle back office and processing services related to all investment accounts. Most investment account information can be found here.





If you have a directly-held account (i.e. life insurance, annuities, a single mutual fund family), the carrier's website may provide more information than the GWN Securities website.  If you don't see your company below, their website is listed on your account statement.