Account Consolidation

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:

  • Investment selection: does the custodian offer a wide, non-proprietary selection of CDs, individual bonds, low-cost mutual funds?
  • Low account fees and trading costs: your money should be working for you, not your brokerage firm
  • Accessibility of customer service team: are the online tools easily to navigate and can you quickly reach a customer service rep by phone?

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.

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Why Cline Financial Concepts?

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.