| Please take a moment to review the steps
below before you begin. Any information entered online will be fully secure and will be
treated with the strictest of confidence. When your financial profile is complete, send us
your information. We will contact to you shortly to discuss your specific needs. The steps you will need to take are as follows:
- After you have read the simple instructions below, GET STARTED NOW.
- Enter the following information to Log-In
- Our Professional ID: 33026
- Access ID: NEDS
- Enter your name and create your own unique password.
- Remember your password and write it down.
- You may save your work, exit and re-enter the above web
pages as often as you like as long as you have your password.
- If you lose your password, you will need to re-enter your
data.
- Gather, enter and save your data
- Preview the site first so you have a good understanding of
the information you will need to gather and then enter.
- Periodically save your work by clicking on the SAVE button
at the bottom of each page.
- Do not worry about leaving some entries blank. We will
fill in the missing information together.
- Be sure to include your email, phone number and address on
the Family Information page so we know how to contact you.
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