Client Services & Helpful Links


Client Service Pages:

Your link to round the clock services

Click here to contact us with questions
about your account

 


Account Access & Information Pages

Click here for access to my streetscape
where you can view current NFS account information & balances.
Call our office at 541-868-3800 in Eugene, 541-673-0251 in
Roseburg or toll free at 888-590-1824 to get a password.

Click here for access to Calvert
where you can log in to view account information

Click here for access to FTJ Fund Choice
where you can view accounts information for accounts held at FTJ Fund Choice

Click here for access to Security Benefit
where you can view annuity account information for accounts held at Security Benefit

Click here for access Pacific Life
Where you can view life insurance you have with Pacific Life

 

Useful Links

Click here to access Brecek & Young's Home Page 
Brecek and Young is a registered investment advisor and broker dealer. They 
provide our securities. Look for client service information under the client tab

Financial Planning Association:   
www.FPAnet.org

Tax Forms & Information:
www.IRS.gov

FINRA
http://www.finra.org 

 

 



Documents and Forms

 

Click here to view a list of things that are helpful to bring to your first financial planning meeting ot first appointment
 
Click here to fill out a data gather form for financial planning
You may then email it to us at david.bonebrake@brecek.com or print it and bring it to your meeting.

Cash Flow Worksheet