Things you can do for your future as the year unfolds.
[+] Full Article Year-End Financial Checklist, Part 1 - 11/01/21
Here are some things you might consider before saying goodbye to 2021.
[+] Full Article
My Technology Toolbox
Below are various technology tools available to help you navigate and track your unique financial picture.
Investment Account Access
We offer multiple solutions for your investment needs. Here are links to our most frequently used custodians and insurance carriers.
TD Ameritrade - AdvisorClient Website
NFS / FCCS (National Financial Services / First Clearing Custody Solutions) - Wealthscape
Voya Institutional Trust Company
Great American Insurance Company
American Equity Insurance Company
If you don't see your investment or insurance policy sponsor on the above list, please contact our office and we can provide you with the log-in and registration information.
Other Technology Tools
In addition to your online account access above, we offer a variety of financial planning and record-keeping tools.
CLIC Client (e-money Advisor) - Your Personal Financial Website
CIR Statements (investment account aggregation software)
Riskalyze - Risk Tolerance Tool for our Fearless Investors