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Thank you for stopping by to visit our website. If you are already a client, we hope our Appelman Financial Literature and Useful Financial Links are of assistance to you. If you are not familiar with us, please allow us to introduce you to our financial planning office and staff as well as our wide range of financial services. We would like to share with you why we think Appelman Financial is a great choice for your financial needs or if you are ready to chose Appelman Financial, learn more about how to get things started.
Appelman Financial is pleased to celebrate over 30 years as your hometown financial planners. We are family owned and operated, but we use the nationally known TD Ameritrade platform for many of our clients' investment programs. We have numerous financial designations including the prestigious Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) distinction. Although our specialty is in retirement rollovers and distributions, we can assist clients on a broad variety of financial issues including estate planning, tax planning and preparation, life insurance, fixed and variable annuities, and college savings plans. As representatives with a Registered Investment Advisor firm, we must always put our clients' interests first as part of our obligation as fiduciaries. When it comes to giving advice, we commit to fully understanding your needs before ever suggesting any solutions. We believe the key to our success is taking a "Big Picture" approach to finances--we offer a full, coordinated analysis designed to support a client's overall financial well-being. We also pride ourselves on our courteous and professional office staff who offer the utmost in care and confidentiality. It is our pleasure and honor to work with clients to help them achieve their financial dreams.
If you are interested in viewing your TD Ameritrade Institutional account online, below is the link to their ClientAdvisor page.
You will need to have your account number(s) handy if this is the first time logging in so you should grab your statement and then look for "Set Up My Profile".
From their website, you will be able to:
* Find your account balance or consolidated balances if multiple accounts
* See your current asset allocation
* View the transaction history on the account
* Learn about remaining contribution amounts into your IRA account as well as Required Minimum Distribution (RMD) payments
* See the "Market Snapshot" to get a better understanding of what is going on
Certified Financial Planner™, CFP®
Chartered Financial Consultant®, ChFC®
Investment Advisor Representative, Certified Pennie Broker