Coordinated Lifetime Strategies

Dimensional Funds

www.dimensional.com

AICPA financial literacy - A valuable source of personal financial planning information for consumers

www.360financialliteracy.org

AICPA Personal Financial Specialist

pfp.aicpa.org

Schultz Group CPAs

www.schultzgroupcpas.com

TD Ameritrade Institutional (current client login)

www.advisorclient.com


 

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