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Client Center

Planning for the next generation

 

eMoney Financial Dashboard

 

Account Access

When you click the above custodian account links, you will be leaving the Financial Alternatives, Inc. web site and will be entering third-party web sites.

Reference Documents

ShareFile Online Vault

  • Access your quarterly investment reports and annual tax documents like 1099s.

  • Securely store important documents, and share them with others such as your CPA, attorney, or family members.

  • Download the Guide to Using Your Online Vault.

 

Featured Posts

Financial Alternatives News and Insights
User Guides for Your eMoney Financial Dashboard

More and more of our clients are using their eMoney Financial Dashboard to get a single, consolidated view of their financial picture. Use these PDF guides to help you get the most out of the site - from just signing up to using advanced features.

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2020 Supplemental Tax Information Resources

Resources that may help you prepare your 2020 tax return. This includes links to third-party investment company information to calculate tax-exempt income at the state level or foreign taxes paid (which may offset a shareholder’s tax liability).

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Private Trust Deed Investments – Finding the Diamond in the Rough

A private trust deed is simply a loan made against a real estate investor’s property. In other words, it is a private mortgage. Trust deeds and mortgages have slight differences, but for this discussion it’s fine to think of them as very similar.

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What Your Investment Advisor Should Be Doing to Protect Your Confidentiality

Silence and privacy are the most undervalued assets in a client’s portfolio. We say this to acknowledge an often overlooked facet of investment management and financial planning: client confidentiality. This is something that many financial advisors and even their clients don’t pay enough attention to until it is too late. Is your advisor doing what your advisor should be doing to protect your confidentiality?

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