Investment Portal Access and Other Resources
Client Resources
Below, you’ll find the link to our main investment portal (Charles Schwab) as well as a collection of links to resources that our clients often find helpful. As stated in our Privacy Policy, these links are provided as a courtesy. We obviously cannot control the information on 3rd party websites and therefor cannot guarantee the accuracy of their information.
Schwab Alliance Portal
Helpful Links & Calculators
Internal Revenue Service
Social Security Administration
Loan Calculator
Other FINRA Tools & Calculators
Important Disclaimer:
The information and links provided on this page are done so as a courtesy. When you follow the links to any of these websites provided, you are leaving this site. Stock prices and other financial data listed on this page is also provided from 3rd-party sources. Summit Wealth & Retirement Partners makes no representation as to the completeness or accuracy of the financial data listed on this page and any information provided at these linked to sites. Nor are we liable for any direct or indirect technical or system issues, or any consequences arising out of your access to or your use of 3rd-party technologies, sites, information and programs made available through this site. When you access one of these sites, you’re leaving the Summit Wealth & Retirement Partners website and you assume total responsibility and risk for your use of the sites you’re linking to.