Broker Check

Client Central

We are here for you so you have more time to spend doing what is most important to you. However, if you wish to know something and for any reason don’t want to call or email us, we want to make it easy for you to have access to your plan, information and tools.

Here is access to the online tools we use in our planning process. Each tool requires its own user ID and password.

Secure Document Storage


For exchanging and storing you private documents securely.

Account and Performance Statements, custom reporting, transactions, holdings and fees

Trust Company of America Liberty Platform

For checking on your performance more than quarterly or for specific periods of time. Contact us, we are happy to create the reports for you too.

Have a Question?

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