The Legend Portal is your personalized financial website that includes a dynamic net worth statement, cash flow analysis and a client vault that allows your to store your important documents.
TD Ameritrade is a top 3 custodian servicing 4000+ Registered Investment Advisors like Script Financial. TDA emphasizes cutting edge technology, outstanding client service, seamless account integration and offers a breadth of products and solutions.
The scheduling tool prevents the back and forth of pinning down a time to meet with me. Receive emails and text notifications to ensure you don’t forget!