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Kastler Financial Planning

<h2>Fiduciary Financial Planning and Retirement Planning</h2>

Fiduciary Financial Planning and Retirement Planning

Get Retirement Ready!

(248) 793-7314

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Home » Client Portal

Client Portal

Client Access to Common Tools

portal

On-going clients have access to 4 primary tools from the comfort and security of your home, 24/7:

  • Egnyte secure Document Vault to access your financial documents, your written Plan, and other client-only articles and white papers.
  • Our Financial Planning software from RightCapital which provides you an account dashboard to see live balances and update your input data. On-going clients have additional limited “what-if” functionality. Mobile access is also available.
  • Capitect (future) for viewing your investment reports (Investment Management clients only)
  • AdvicePay for signing your contract and paying our invoice

 
Click the icons below to access the tool and enter your confidential log-in credentials.

Document Vault

egnyte

Financial Planning

rightcapital

Investment Reporting

capitect

AdvicePay

advice pay



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Set Goals. Plan Well. Execute and Monitor.

248-793-7314

Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisor.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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