Like Will Smith once said in one of the conferences I attended, when asked how he balanced his professional life and his personal life he answered:
“As long as you conduct your business the same way you conduct your personal life, always placing the wellbeing of others first, your life will be a lot easier”
I strive to keep myself informed and educated so I can offer my clients the most up to date strategies that will help my client achieve his/her family’s wishes.
Login To View Your Brokerage Account
Easily access all your account information online to:
- View account related information, including positions, transactions, and statements
- Export account information to Microsoft Excel, CSV, or Quicken files
- Subscribe to electronic statements
- Obtain electronic statements View and send messages to your advisors
- View the market value of holdings
- View the Asset Allocation chart and Value Over Time graph related to your account
- View Market Data and Financial Headlines
