Client Access

Right Capital is a powerful tool that aggregates all of your financial data into one place and 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 is a leader in custodial services.  If you choose to utilize my investment management service, this is where your assets will be safe guarded.  You can view all your current account values, the securities held, and all activity directly from the source.