Broker Check

Client Secure File Portal

As a valued client, you have access to a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or other documents.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, etc.

To register for access please contact us at 816-220-2001 or via e-mail at

For registered users or guest users please login below. 


Have a Question

Thank you! Oops!