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We take financial planning to another level - all at your finger tips.  Our client portal not only allows you to track your progress through a plan created with your advisor, but to also redefine that plan as "life happens."  Specifically, this portal allows you to:

  • View the Plan Created with your Advisor
  • Adjust the Plan as your Financial Situation Changes
  • "Stress Test" the Plan for the "What-If" aspect of Life & Investing

Easily access all of your investments held at various companies from one convenient website. Wealth Reporting provides essential information including:

  • Account Holdings
  • Market Value
  • Transactions
  • Performance Monitoring
  • Benchmarking Tools 

Access your accounts held with TD Ameritrade Institutional.  Use this site to eliminate clutter by going paperless and receiving documents relating to your account via e-mail.  Additionally, you can view:

  • Tax lot information
  • Pending Trades
  • Tax Documents
  • Brokerage Statements
  • Confirmations

Access your accounts held with Pershing, LLC.  Use this site to eliminate clutter by going paperless and receiving documents relating to your account via e-mail.  Additionally, you can view:

  • Tax lot information
  • Pending Trades
  • Tax Documents
  • Brokerage Statements
  • Confirmations
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck