At Team Hines Remer, we make financial planning seamless and secure with AdviceWorks—our comprehensive planning portal. Clients can access their financial plan, account statements, performance reports, tax documents, and more, all in one place.

The portal features private and shared folders for storing important documents. Private folders are for personal use only, while shared folders ensure effortless collaboration—clients receive notifications when their planner uploads a document, and vice versa. It’s a secure and efficient way to share and organize financial information. Clients also have the option to grant access to their attorney, tax professional, or other trusted advisors, keeping their financial team aligned.

Beyond the portal, we stay connected with routine emails featuring content tailored to each client’s financial situation. We also offer secure email communication for confidential discussions.

And for the nostalgic souls who appreciate the charm of old-school correspondence, we’re happy to send pre-stamped envelopes—so you can send us snail-mailed love letters anytime.