Client Portal

Access your accounts.

Select the portal you need below. Not sure which one? Your accounts are linked in the welcome email you received when we started working together.

LPL Financial AccountView

View your investment accounts, performance reports, statements, and tax documents. Your primary portal for accounts held through LPL Financial.

RightCapital

Access your financial plan, goal projections, net worth tracking, and cash flow analysis. Your living financial plan lives here.

Fidelity NetBenefits

Access your 401(k) or retirement plan account held through Fidelity NetBenefits. Manage contributions, investments, and beneficiaries.

American Funds

Access your retirement plan account held through American Funds. View balances, statements, and investment options.

PCS Retirement

Access your retirement plan through PCS Retirement, our third-party administrator for business 401(k) and plan sponsor clients.

Need help logging in?

If you’re having trouble accessing any of the portals above, reach out to Sage directly at [email protected] or (989) 572-0591. For LPL account issues specifically, you can also call LPL Financial client services at 1-800-558-7567.

Not a client yet?

Let’s start with a conversation.

Every client relationship starts with a free 30-minute call. No commitment, no pitch — just an honest look at whether we’re the right fit for your situation.

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