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CLIENT CENTER

WE UTILIZE EASY-TO-USE, SECURE ONLINE TOOLS TO EFFECTIVELY SERVE YOU.

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eMoney is our comprehensive and financial planning platform that allows us to share your entire picture, create plans, discover alternatives, and securely share files and reports with a secure, online document portal.

REVIEW MY PLAN

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Your accounts and investments are held with TD Ameritrade, a top 3 custodian servicing over 4000 Registered Investment Advisors. Having your investments at TDA means your portfolio benefits from cutting-edge technology, outstanding client service, seamless account integration.

CHECK MY ACCOUNTS

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AdvicePay is our secure payment portal that you use to make payments. Before we begin our work, you will set up recurring monthly payments in AdvicePay. No need to worry about surprise bills or making payments on time.

MANAGE MY PAYMENTS

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