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Client Portal - Old Portal

Learn About Our Services

This is the login to the old portal.  We are switching to a new portal as of December 1, 2018 to better manage files and client access.  This portal access will be available for a limited to for clients to access documents still on the old portal.

Please note that 2016 & 2017 returns are loaded and available for current clients of Chartered Financial Strategies LLC on the new portal.  To access the old portal, use the link below.

Secure Firm Portal