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Vision 2020: OneView

Vision 2020: OneView

This website is an account aggregator that consolidates all your
accounts invested with Aschberger Financial Services. You can
obtain various reports and view your portfolio dashboard on this
website. If you haven't registered for this website before, please contact Michael, and he will send you a registration link.

Equipt (Osaic)

Equipt (Osaic)

If you have only brokerage or advisory accounts with us, then this
website is the best place for you to view your accounts. You can
use this website to check your account values, as well as access
various account documents. Additionally, you can download the Osaic phone app from Google Play or the Apple iStore.

Right Capital

Right Capital

This website is for clients who have either begun, are in the process of, or have completed the financial planning process. By logging in, you can view your progress towards your financial goals. If you haven't begun the financial planning process yet and would like to start, please contact Michael, and he will send you a registration link. Alternatively, you can return to the home page and click on the link "Is my Retirement on Solid Ground

Nitrogen

Nitrogen

This link takes you to an interactive Risk Tolerance Questionnaire. Even if you have already completed a questionnaire, it never hurts to update it based on your current feelings about your financial situation and feelings about market conditions.

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