{"id":338,"date":"2021-11-26T15:58:42","date_gmt":"2021-11-26T15:58:42","guid":{"rendered":"http:\/\/198.199.118.135\/?page_id=338"},"modified":"2023-11-01T07:43:09","modified_gmt":"2023-11-01T07:43:09","slug":"client-tools","status":"publish","type":"page","link":"https:\/\/www.lakehillswm.com\/client-tools\/","title":{"rendered":"CLIENT TOOLS"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221;][vc_column width=&#8221;1\/4&#8243;][vc_column_text el_class=&#8221;styled-list&#8221;]<\/p>\n<ul>\n<li><a href=\"https:\/\/wealth.emaplan.com\/ema\/SignIn?ema%2fria%2flakehillswealthmgmt\" target=\"_blank\" rel=\"noopener\">FINANCIAL PLANNING\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/login.orionadvisor.com\/login.html?g=DCFFF6B1-DC23-4D50-B6D1-E7B227CBC045\" target=\"_blank\" rel=\"noopener\">INVESTMENT MANAGEMENT<\/a><\/li>\n<li><a href=\"https:\/\/client.schwab.com\/Login\/SignOn\/CustomerCenterLogin.aspx\" target=\"_blank\" rel=\"noopener\">CHARLES SCHWAB<\/a><\/li>\n<li><a href=\"https:\/\/portal.ubtrust.com\/Portal\/paport\/bloomwell\/#login\" target=\"_blank\" rel=\"noopener\">BLOOMWELL 529<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;3\/4&#8243;][vc_column_text]We are deeply committed to providing outstanding service to all of our clients, so please give us a call if you have a question or a specific need. We are here to serve.<\/p>\n<p>We continually want to leverage available technology to ensure the information you need is always at your fingertips.\u00a0In the event you would like to evaluate your finances, review your financial plan or track your investments, we have provided the following resources.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2 style=\"text-align: center;\">HOT TO SET UP ONLINE TOOLS<\/h2>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1698823744639{margin-top: 20px !important;margin-bottom: 20px !important;}&#8221; el_class=&#8221;video-card&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/Gj6U-dSKyHo&#8221; css=&#8221;.vc_custom_1637946054709{margin-bottom: 10px !important;}&#8221;][vc_custom_heading text=&#8221;Setting Up Your Financial Planning Portal&#8221; font_container=&#8221;tag:h4|text_align:center&#8221; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698824179915{margin-top: 30px !important;margin-right: 20px !important;margin-left: 20px !important;}&#8221;][\/vc_column][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1698823763275{margin-top: 20px !important;margin-bottom: 20px !important;}&#8221; el_class=&#8221;video-card&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/dfDlDMxlt_0&#8243; css=&#8221;.vc_custom_1637946063076{margin-bottom: 10px !important;}&#8221;][vc_custom_heading text=&#8221;Setting Up Your Investment Management Portal&#8221; font_container=&#8221;tag:h4|text_align:center&#8221; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698824187936{margin-top: 30px !important;margin-right: 20px !important;margin-left: 20px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1698823796772{margin-top: 20px !important;margin-bottom: 20px !important;}&#8221; el_class=&#8221;video-card&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/kuu8-DjAmJA&#8221; css=&#8221;.vc_custom_1637946079109{margin-bottom: 10px !important;}&#8221;][vc_custom_heading text=&#8221;Setting Up Your TD AMERITRADE 529 Portal&#8221; font_container=&#8221;tag:h4|text_align:center&#8221; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698824195170{margin-top: 30px !important;margin-right: 20px !important;margin-left: 20px !important;}&#8221;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221;][vc_column width=&#8221;1\/4&#8243;][vc_column_text el_class=&#8221;styled-list&#8221;] FINANCIAL PLANNING\u00a0 INVESTMENT MANAGEMENT CHARLES SCHWAB BLOOMWELL 529 [\/vc_column_text][\/vc_column][vc_column width=&#8221;3\/4&#8243;][vc_column_text]We are deeply committed to providing outstanding service to all of our clients, so please give us a call if you [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - 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