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TD Ameritrade
I manage your investments at TD Ameritrade, a top 3 custodian servicing over 4,000 Registered Investment Advisors. Having your investments at TDA means your portfolio benefits from cutting-edge technology, outstanding client service, and seamless account integration.
Right Capital
Right Capital is our communication hub. This is where we do financial planning projections,
share documents, and track each other’s tasks. You can see your up-to-the-minute net worth, cash flow analysis, and all the work we’ve done together. This helps us both stay on track and keep each other accountable.
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