CLIENT RESOURCES

Click the links below to open a new window for the respective client resources.

RightCapital

 

Our financial planning software platform that enables clients to update account information, see their personal financial position, to-do list, investment allocations, retirement projects, educational savings goals, etc.

Calendly

 

Our scheduling website allows ongoing clients to see availability and schedule meetings directly on our calendars.  

AdvicePay

Our payment platform that allows clients to pay individual invoices or ongoing financial services directly via ACH transfer in a fully compliant and convenient transaction. 

TD Ameritrade Institutional

Our investment management custodian where clients can monitor investments at anytime, deposit and transfer funds, and make their own trades as needed.