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

American Funds

Putnam Investments

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