Broker Check


For your convenience, below are the links for the most commonly used client logins: for financial planning, investments, insurance and annuities. Please don't hesitate to contact me if you need help getting your email and/or address up-to-date, so you receive timely communications from your various service providers. 

Planning for Good - Personal Financial Website

Your Planning for Good personal client website (powered by eMoney) is your secure, single point of access to:

  • Financial and Investment Account Aggregation
  • Savings and Budget Tracking
  • Asset and Real Estate Holdings
  • Document Vault
  • Financial Analysis and Reports
Access Here

ePay for Financial Planning Services

By automating the bill paying process, you and your Advisor can spend more time focusing on what’s really important - achieving your goals. The process is simple and easy. At anytime you can update your payment method and contact information.

  • Step 1: we'll send you an invoice after you engage our team for financial planning services
  • Step 2: you'll receive an email from MML Investors Services (our compliance folks) or access the website HERE once you've been notified that an invoice is ready.
  • Need help? Find ePay Directions for Clients here
  • Have additional questions? See FAQs here

Speak with your Advisor for more details. 

Access Here

Investor360° - Client Portal

Investor360° is an SEC and FINRA approved secure portal for storing and sharing your financial information. We'll use this portal in tandem with your eMoney client website (for clients who utilize it). This client portal allows us to be in compliance with federal regulatory requirements in our role of providing financial oversight.

Details to come soon on this new client portal!

Access Here


View and download statements, forms, tax documents, etc. for advisory accounts held at AssetMark.

Access Here


Access you Fortuna investment advisory account here. View balances, detailed holdings and make contributions.

Access Here


Client access to MMLIS brokerage and advisory accounts held in custody at NFS, including Fortuna accounts. View and download detailed statements, forms, tax documents, etc.

This is also where you will find performance information on MMLIS and Fortuna accounts.

Access Here


Client access to advisory accounts provided by Baystate Wealth Management, and held in custody at Fidelity. You may also log into accounts directly held at Fidelity, like your 401(k).

Fidelity's site is also called Wealthscape, but has a different login then accounts held at NFS with MMLIS.

Access Here


Here you will find access to your MassMutual life insurance, long-term care and annuity policies.

Access Here

Jackson National

View and download documents for your Jackson National variable annuities.

Access Here


Here you will find access to MetLife life insurance products and annuities.

Access Here

Brighthouse Financial

Here you will find access to Brighthouse annuity contracts.

Access Here

AIG Annuities

Here you will find access to your AIG annuity products.

Access Here

John Hancock

Here you will find access to your John Hancock life insurance policies and annuity products.

Access Here