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Online Access

LPL FINANCIAL

Account View gives you online access to your accounts, statements, secure documents, updating beneficiaries, and more. It is also a great way to get access to financial proposals and advice from your financial professional.

LOG INTO LPL ACCOUNT VIEW

RIGHT CAPITAL

RightCapital's software is built to make the financial planning process a breeze for you and us! This tool enables us to work together to answer the three goals we work toward achieving. 1. Are you on pace for retirement? 2. Is your estate plan in order? 3. Are you meeting your goals along the way? Together, we can build a clear plan to help you work toward your financial goals.

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AMERICAN FUNDS

Clients who hold accounts directly with American Funds are able to log in directly to American Funds to see your account information and more. Establishing online account access only takes a few minutes. If you haven't registered yet, you'll need your account number from your statement. Contact our office to request a current statement if needed.

LOG INTO AMERICAN FUNDS

FIDUCIARY TRUST COMPANY (FTC)

Clients who hold accounts directly with Fiduciary Trust Company are able to log in direclty through FTC to see their account information, request funds, and more. Establishing online account access only takes a few minutes. If you haven't registered yet, you'll need your account number from your statement. Contact our office to request a current statement if needed.

LOG INTO FTC

GOLDMAN SACHS 529

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

LOG INTO GOLDMAN SACHS 529