Helpful Links for Retirement & Financial Planning
Online Account Access
- Visit https://myaccountviewonline.com/login/ to see all your family accounts in one place. Great place for various reports.
- Contact me if you need account access or a password reset.
Financial Planning Software
- View your most up-to-date financial plan.
- Contact me if you would like access to the client portal: www.moneyguidepro.com
- General Meeting Link: https://www.gotomeet.me/rosemontfg
- New to GoToMeeting? Get the app now and be ready when your first meeting starts: https://global.gotomeeting.com/install/729714965
Risk Analysis Software
- Visit www.Riskalyze.com – this will be updated as a client user portal becomes available.
BPAS 401(k) Login
- Visit https://www.bpas.com/ to sign into your account, or create an account if you are a new user.
- BPAS Guide to Online Enrollment – contact me and I will send you the guide.
Jackson Annuity Login
- Visit https://www.jackson.com/login/login.xhtml and select Register Now to view your Jackson account online.
- To go paperless with Jackson, call 800-644-4565.
- Investment Selection Process – Mutual Fund and ETF Analysis Rules (PDF)
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.