Access To eMoney
We provide our clients access to eMoney. Simply click on the button, answer a few questions. First, you'll see your retirement score, then we will set up a new account and get you the log in. The provisioning of your account usually takes 24 business hours. If you apply over the weekend, expect an invitation no later than the following Tuesday. This will allow you all of the functionality that you see in the videos on our page. There is no cost for the access, however this does not come along with any financial advice.
If you would like us to help you set up your eMoney account, there is a fee of $29.00. This would allow you one hour with one of our advisors to walk you through the set up and to help you enter all of your information.
If you would like assistance, please click on the button below and schedule a time.
How We Use eMoney with Financial Planning
An overview of our eMoney platform that we use to help implement your plan.
H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.