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This link is ideal for clients that have multiple lines of business with us. Welcome to your source for consolidated account information. This will allow you to access consolidated information on your investment accounts. Access your statements anytime from anywhere in the world on our secure website.
If you are one of our clients, and have not previously utilized this tool, please contact our office to enable your log on for this service.

Everplans is a digital tool that helps you organize, store and share all of your most important information from legal documents to your personal wishes—in one, secure, convenient place—so it can be found whenever your loved ones need it, wherever they are.
Please contact our office if you have not already signed up for Everplans. Everplans is an exclusive complimentary service offered by M.A. Kluemke and Associates for our clients.

This link is ideal for clients that are exclusively invested on the AssetMark platform.

**AssetMark new User Setup:  Click Here

The above links to articles, other websites and interactive resources are provided for your information and strictly as a courtesy. Our providing access to these resources does not constitute an endorsement, approval or certification of the information, services, strategies, recommendations, or opinions presented, published or made available at or through these websites and resources. We specifically make no representation as to, and disclaim any responsibility for, their completeness, accuracy or applicability to your personal circumstances. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

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