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Client Support Portals

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

eMoney Client Portal

This link takes you directly to your eMoney personal login to review your financial account.  You can make account profile changes, review your balances, and have a very strong overview of your overall financial strength in one convenient location.  Check it out!

eMoney Client Portal

Canopy Tax Client Secure Portal

Our firm offers our clients a secure portal where clients can access copies of their sensitive documents such as tax returns and W-2s.  To access this website click the link below!  If you have not yet been invited to this portal, but would like to, please contact Sharon at and request an access e-mail.

Client Portal Link

Bright Health Insurance

There are many companies that offer personal health insurance that are out there. A new one to the Tennessee market is Bright Health. We work with this company to provide health insurance options that might meet your needs. Take a look to see what Bright Health has to offer for insurance and if you have any questions, give us a call!

Bright Health Quote