• Skip to primary navigation
  • Skip to main content

Kastler Financial Planning

<h2>Visualize Your Retirement Possibilities</h2>

Advice Only Retirement Planning

Schedule a "Get Acquainted" meeting

(248) 793-7314

  • Home
  • About Us
    • About Us
    • Meet Mike Kastler
    • What is a Retirement Income Certified Professional®
    • Our “Glossy” eBrochure
    • Disclosures
  • Services
    • Financial Planning
    • Blended Family (Step Family)
    • Retirement Planning
    • On-Going Financial Planning
    • Investment Management
    • Services Summary and Fees
  • Blog
  • Resources
    • Getting Started On Your Own
    • Complimentary PDFs
    • Finance Books
    • Video Library
  • Work with Us
  • Client Portal
  • Contact Us
Home » Client Portal

Client Portal

Client Access to Common Tools

client portal

On-going clients have access to 3 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.
  • 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

AdvicePay

advice pay



  • Home
  • About Us
  • Client Portal
  • Contact Us
  • Sitemap

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 are an Advice-Only financial planning firm and do not offer investment management services as a percentage of your asset value.

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.

© 2019-2022 | Kastler Consulting Group, LLC | All Rights Reserved