Client Portal and Accounts
- Right Capital [ Client Portal & Planning Platform ]
- Charles Schwab [starting September 5th, 2023]
- TD Ameritrade [merging with Charles Schwab]
- Nationwide Advisory (annuities)
- Allianz (annuities)
- Ameritas (annuities)
- American Funds (VCSP college 529 savings plan)
- LLIS (insurance broker to which we refer clients)
