View Accounts

Online Accounts
As a client, you can do the following:

  • View your account(s) online
  • Research/print monthly statements and year end tax statements
  • Choose to receive statements by regular mail or by e-mail
  • Keep informed, or become more familiar with market news

    You must get permission from the office to be set up.

  • Retirement News:

    › For 2010, the amount you can contribute to your 401k plan is $16,500 - If you are 50+, it increases to $22,000

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    ›For the self employed, you can contribute up to $49,000 in an
    SEP or $11,500 in a SIMPLE Plan

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    For IRAs and Roths, you can contribute up to $5,000, if your'e 50+ it increases to $6,000

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