Resources

ACCESS AND CLARITY ARE ESSENTIAL TO FINANCIAL DECISION-MAKING

Your financial life deserves clarity, accessibility, and thoughtful organization. Through the secure portals below, you can easily access your financial plans, track progress, and stay connected to the strategies we’ve built together. Whether you’re reviewing your long-term goals in eMoney or accessing your account information through eQuipt, these tools are here to help you stay informed and confident every step of the way.

  • Track all financial information in one convenient location
  • Link financial assets to the site, including bank accounts, 401k, outside investment accounts and liabilities
  • Store important documents such as tax returns and estate plans in the secure vault
  • Account values update daily, providing current cash flow, asset allocation and goal reports

  • Electronically sign documents for new Osaic Wealth accounts
  • Update e-delivery preferences and monitor correspondence from Osaic Wealth
  • Access statements and tax documents with direct Wealthscape access
  • App available for both Apple and Android user
Visit Your eMoney Page
Visit Your eQuipt Page

RELATIONSHIPS ARE AN INTEGRAL PART OF THE SOCIAL AND BUSINESS COMMUNITIES WE LIVE IN

The depth and quality of these relationships go a long way in supporting the goals that we all strive toward.

That’s why we are proud to tell you that when you choose our practice to provide you with financial guidance, you are entering into a relationship with a number of premier financial services companies. All staffed by dedicated, knowledgeable professionals. All working for you!

While our name may have changed, we are still working under the Michigan Financial Companies umbrella. We intend to maintain this relationship, enjoy and provide the same level of service, and will even be housed in the same office.

Osaic is the behind-the-scenes partner for Hearthside Financial Partners. Osaic an independent Broker Dealer and Registered Investment Advisor that provides us with back office, technology, regulatory and operational support.

National Financial Services LLC (NFS), a Fidelity Investments company (member of NYSE and SIPC) is a trusted, established, and financially stable financial services firm that provides clearing services and prepare account statements for our practice.

Charles Schwab is another trusted partner. As a leading brokerage and financial services firm (member of NYSE and SIPC), they provide custodial services, advanced trading platforms, and robust reporting tools that support our practice’s operational excellence and client security.

TRUSTED RESOURCES TO KEEP YOU INFORMED

Access to reliable information is an important part of making confident financial decisions. The links below provide helpful insights, tools, and updates to keep you informed, educated, and connected to what matters most.

Social Security
IRS
IRMAA
Medicare