Resources

Are you looking for answers about your current account status or retirement questions? As a trusted source for our clients, we offer useful websites and go-to sources of information to help you stay informed.

Client Account Access

CIRStatements
NetXInvestor
eMoney
Aspire 403(b)

Resources for Educators and Public Employees
CalSTRS – California State Teachers’ Retirement System
CalPERS – California Public Employees’ Retirement System
403bCompare – a list of approved vendors in California school districts
Social Security – official website of the U.S. Social Security administration

If you have a friend or family member who may benefit from my services, please encourage them to review our website.

Sometimes the questions are complicated and the answers are simple. – Dr. Seuss

1601 El Camino Real, Suite 201 | Belmont, California 94002

Call: 650-595-1791 | Fax: 650-595-4317 | Todd@ToddLFreeman.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPCRegistered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Freeman Wealth Planning, Todd L. Freeman, and Andrew Freeman are not affiliated. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, MA, NC, NJ, NM, NV, OR, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Freeman Wealth Planning, Todd L. Freeman, and Andrew Freeman 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. Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.

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