Financial Planning Portal

  • Real-time financial planning overview of total net worth
  • Connect credit cards and other accounts to track spending
  • Unlimited document storage
Access Financial Planning Portal

Investments Portal

  • Customized portal for reviewing portfolio details
  • View quarterly reporting from Flower City Capital
Access Investments Portal

Schwab Custodial Portal

  • Real-time access to your investment accounts
  • Directly monitor balances, positions and history
  • Electronically sign and approve forms
Access Schwab Custodial Portal

A Deeper Dive Into Our Technology Systems

Our team has created a reference manual which provides an even more thorough overview of each system. Click below for reference.

View Our Technology Overview