Client Portal

Account Overview

CIRStatements allows you to stay up to date on your accounts. You can view your account balances, track performance, and run multiple styles of reports.

Personal Planning Portal

Plan Your Goals

Through your Personal Financial Planning Portal, you can view progress on your financial goals, optimize your spending plan, view your investments, and securely store your important financial documents in your vault.

401K Optimizer

Prepare For Retirement

Make your retirement savings work for you and your future. Receive ongoing guidance straight to your email and/or via text. Allowing you to make more informed decisions about the money in your 401(k), 403(b), or 457.

Greg Hardy | Tuesdays 6:00 p.m. – 7:00 p.m. ET

Daniel Rishel | Mondays 5:00 p.m. – 6:00 p.m. ET

Office Hours

Get equipped with a strategy for all of your financial needs. Visit with Greg or Daniel during our office hours!

Access Our Educational Client Portal

Monthly Updates

Every month we provide educational updates pertaining to the markets, the economy, and other timely financial planning topics.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Beyond Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, IN, KY, LA, MI, MN, MS, NH, NY, OH, OR, PA, SC, TX, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Beyond Financial Planning, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Beyond Financial Planning, LLC

Client Portal

Account Overview

Plan Your Goals

Prepare For Retirement

Office Hours

Monthly Updates

Address

Phone

Email