Streamline your financial future by consolidating your accounts in one place. We'll help you select a custodian that's right for you at this point in your life. Cline Financial Services works seamlessly with various custodians, including Fidelity, Scottrade, Charles Schwab and TIAA-CREF.
These are some of the factors you'll want to consider in selecting a custodian:
By consolidating your multiple accounts into a single account with a single custodian, you can access your financial snapshot with one user name and password. This may provide your significant other and family members with peace of mind, from an estate planning perspective, as well.
As Registered Investment Advisor, we custom-create each client's financial plan. We steer clear of "canned" financial planning programs that are convenient for financial advisors but not ideal for you.