Broker Check

Client Portal


BerniePortal is an industry leading benefits and HR platform for small and medium employers. It provides employers and employees with at-your-fingertips access to a year-round portal. Onboarding, Time and Attendance, PTO Tracking, Integrations, Online Benefits Enrollment, COBRA Admin and 1094C/1095C reporting are a few of their technology driven modules.

FormFire Login

[Short DescriptionFormFire's quoting platform brings a new way of collaborating with brokers and their clients to gather needed information and then, easily, move that information on for pricing. Transmit carrier-specific RFPs or download and generate proposals through carriers' own portals. Your employees will be given an employer code upon their initial sign-in which they will use to create a username and password to access the FormFire system.

FormFire Sign Up

Your Employer will give you an employer code which you will use the very first time you login to the FormFire system. If you have any issues, don't hesitate to contact your employer, or Spenser Vago at (440) 655-8344 for assistance.

Join.Me Online Meeting

To request an online meeting, screen sharing or colleague collaboration, please contact Spenser Vago to request access to a Join.Me online meeting.


Riskalyze is the company that invented the Risk Number, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze was named one of the world's ten most innovative companies in finance.