Financial Positioning System (myFPS™)
myFPS™ is an online dashboard to access your complete financial picture from anywhere, at any time, updated in real time. View your net worth, including balance sheets, cash flows, spending, budget, and run reports on your financial situation. You will also have access to your eVault, a secure place to house documents online. myFPS™ also provides education and training and will send you alerts in regards to your financial situation. It's features can be accessed anywhere on any device.
This program is offered to clients who desire asset allocation using style specific institutional mutual funds. The program utilizes the SEI institutional funds, which incorporate multiple style money managers. LFA consults with the client concerning client's objectives and risk tolerance and recommends a specific asset allocation model. This model utilizes the SEI funds to allocate the client's assets and is rebalanced on a monthly basis. LFA monitors and consults with a client concerning the investment performance of his account and may recommend a change in models should the client's investment objective or other conditions warrant.
Wealthscape Investor is an internet-based service providing you access to your Fidelity and National Financial Services account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway.
If you would like to learn more about Wealthscape Investor, please click here for more information.
Lincoln Annuity Accounts
If you are the owner of a variable annuity contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.
Jackson Annuity Accounts
If you are the owner of a variable annuity contract from Jackson National Life, you can access your account and make investment changes 24 hours a day, 7 days a week.