Client Services

The Client Center provides you secure access to your financial account information. If you would like access with any of these sites, please contact us.

  • Accelerate Financial Group

    This site is used to view your personal financial plan, run reports, access statements and view important documents in the document vault. Sync your 401(k), IRAs, and brokerage accounts to automatically pull all of your investments into your single dashboard.

  • Custodian Login

    We provide direct access from our website to TD Ameritrade. This site is used to access your monthly statements, investment trades, trade confirmations and year-end 1099 tax forms.