Advizr-logo-whiteAdvizr is a powerful tool that aggregates all of your financial data into one place and is then incorporated into your financial plan.  This is where you can view your progress and collaborate with me through it’s secure document vault.

TD_Ameritrade.svgTD Ameritrade is a leader in custodial services.  If you choose to utilize my investment management service, this is where your assets will reside.  You can view all your current account values, the securities held, and all activity directly from the source.