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Client Portal

Your Financial Life — Securely Organized in One Place

At Pierson Wealth Management, we believe great financial advice is built on clarity, transparency, and organization. To support that commitment, we provide clients with access to our secure Client Portal.

The Client Portal serves as your personal financial dashboard, giving you a clear, real-time view of your complete financial picture — all in one secure location.

Features

View Accounts

  • See investment accounts, retirement plans, bank accounts, and outside assets in one consolidated view

  • Monitor balances, allocations, and historical trends

Track Your Net Worth

  • Automatically updated net worth statement

  • Easy-to-understand summaries of assets and liabilities

Financial Planning Insights

  • Review cash flow, retirement projections, and long-term planning assumptions

  • See how different scenarios may impact your plan

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404.233.7272

1380 West Paces Ferry Road Northwest | Suite 2105

Atlanta, GA 30327

RFP Financial Group, LLC d/b/a Pierson Wealth Management is a Securities and Exchange Commission registered investment advisor. Registration with the SEC does not imply a certain level of skill or expertise. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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