Secure Access
Client Resources
Your financial life, organized in one place. Use the links below to access your plan, portfolio, and custodial account.
Financial Plan
View and interact with your personalized financial plan built in MoneyGuidePro. Review goals, projections, and scenario analyses prepared by Allen.
Open Financial PlanClient Portal
Access your Capitect client portal to view your investment portfolio, performance reports, and account statements.
Open Client PortalSchwab
Log in to your Charles Schwab account to view holdings, transactions, and account details held in custody.
Open SchwabThese links open secure third-party platforms. If you have trouble accessing any resource, contact Allen directly at [email protected] or 419-564-1162.