Client Center

Focused on You

The client center is a quick, easy, and direct way to log in to Account View and WealthVision. The most commonly used LPL Financial forms are also provided to assist you in preparing for your next meeting with an SFG consultant.

Account View

Easy access to Account View will let you get your account information at any time, from anywhere. Log in using the Account View icon at the top of the page, or follow this link for more information if you are not yet an Account View user. Learn More >>


Our approach to personal financial planning helps to enable you to make informed investment and lifestyle decisions by providing you with strategic advice. The Wealth Vision Planning system is a powerful web-based interactive daily wealth management tool. This personalized planning tool assists us in making decisions with up-to-date and accurate financial information. Learn More >>

LPL Documents

One-click access to our most commonly used LPL Financial forms. 

SFG News

Read our blog to stay current on industry and company news and events.

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