If you haven’t yet filed for Social Security, first schedule a quick 20-minute call with the Asset Strategies team. No cost, no obligation. We’ll call you at the time you choose.
We’ll gather some info, then schedule you for your visit with a financial advisor.
They can review your Social Security options. And help you understand how to make the most of your benefits, within your overall financial plan.
If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.
(If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.)
If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.
We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.
As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.
Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.
