Client Resources
Client Account Portal
Access your financial accounts securely
Manage your portfolio with ease. Stay informed with real-time updates and insights tailored just for you.
Secure File Upload
Access your Secure File Upload Portal
Click below to securely upload files to the C2 team.
Submit Your Retirement Date
Submit your Retirement Date Form
Once your official retirement date has been confirmed, please complete the Retirement Submission Form below. Submitting this form ensures our team has the necessary information to coordinate your transition and prepare the appropriate next steps.
Upon receipt, a member of our team will contact you to schedule a 30-minute Pre-Retirement Call.
Medicare Planning
Access Medicare Resources
Click below to start your Medicare planning journey with trusted partners of C2.
SPAcademy
Your plan doesn’t end with you
We align your retirement plan with your legacy goals, building strategies for inheritance, charitable giving and long-term impact.
Through our Succession Planning Academy, exclusively for clients of C2, we also help prepare your children for their financial future.
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.