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Joe and Jane Client's Private Home Page

Welcome, Joe and Jane!

This and the pages subordinate to this page are all password protected and secured by a Secure Socket Layer (SSL) with up to 256-bit encryption. Your information is safely stored and displayed.  

If you navigate away from your own private area, depending on your browser, you may be required to log in again. Closing your browser after your session will delete the cookie holding your logon credentials and maintain your Internet confidentiality.

News for Clients

• Here you may find information of a general nature sent to all clients simultaneously.

Discussion

• Click here to enter the discussion area
      An ongoing record of the web dialogue between you and FCVA.

      Click here to let us know you have posted a message

  
  
  We will notify you when we post a message.  

Documents Vault

• Click here to view copies of previous correspondence
      Letters, e-mail messages, etc.

• Click here to see your insurance documents
      Policies, applications, statements

• Click here to see your investment documents
      Policy Statement, Applications, Authorizations, Statements

• Click here to see your financial planning documents
      Reports, Data, Assumptions, Constraints, FCVA Advisory Agreement

• Click here to see your legal documents
      Wills, Trusts, Powers of Attorney

• Click here to see your tax documents
      Income tax returns and documents

• Click here for your personal documents

Information

• Click here to view our opinions and philosophies of investing and for links to
      the specific investments we use: Investment Information

• We provide a service to our clients that allows us to partner via the Internet to create various Capital Needs Planning scenarios including advanced Monte Carlo simulations. To access that web site, click here.

• Click here to view the current values of your financial accounts
      A secure, password-protected way to look at ALL of your financial life
      aggregated into one place with up-to-the-minute values.
      Call us to help you get set up.

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You can contact us here and we also encourage you to tell a friend about us.

Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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