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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.
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