FOUNDER & CERTIFIED FINANCIAL PLANNER™
FINANCIAL PLANNING ASSOCIATE & TAX ENTHUSIAST
More than 6,000 Registered Investment Advisors nationwide have chosen TD Ameritrade Institutional as their preferred provider of client account support. With over $1.1 Trillion in total client assets, and over 11 million client accounts, you can be certain that your assets are held with a financial institution that you can trust.
We choose TD Ameritrade Institutional to hold our clients investment and retirement accounts because of their:
With a partner like TD Ameritrade Institutional, our firm is supported by a team that works with us each and every day. TD Ameritrade Institutional assists us in providing unparalleled client service and support, along with industry leading technology.
With over 1,200 members nationwide, our XY Planning Network membership provides us with many important benefits. Benefits such as:
Each XY Planning Member has no minimums, no sales quotas, offers virtual or and in-person meetings, and has signed a sworn fiduciary oath to put your interests and needs first and foremost.
Read more about The XY Planning Network here.