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Access Your Accounts and Files Here

Your +PFP Portal

Link Your Accounts

Login to Your Accounts

Login to Your Accounts

Clients can schedule a planning meeting or a thirty-minute phone call with their advisor here.

Not yet a client? Schedule an Initial Call instead.          

A short video on how to download a spreadsheet of last year's orders from Amazon for calculating state Use Tax.

A short video on how to set up and use your +PFP Portal on Box.com.

A document that Investment Advisors must make available to their clients, describing characteristics of the professional practice and those who provide investment advice. By downloading Form ADV Part 2, you consent to its electronic delivery. If you prefer a copy of Form ADV Part 2 free of charge by mail or email, please call (216) 688-3737.

Describes aspects of the confidentiality in which we hold your data.