Welcome to the Client Center, where you can access your secure retirement income planning information and documents in the Retirement Income System and your secure investment account information on the TD Ameritrade Institutional website by clicking on the following respective links and entering your applicable User ID and Password.
Access your secure retirement planning information in the Retirement Income System.
Access your secure investment account information at TD Ameritrade Institutional
About the Retirement Income System
At Retirement Income Center, we take the time to understand what you want out of life – for yourself and for your family. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help keep you on track for achieving your financial goals.
We have years of experience collaborating with clients like you. We believe that your financial information should be organized, up to date, easy to understand, and accessible to you whenever you want, from wherever you are.
Personal Financial Website
The Retirement Income System is Retirement Income Center’s retirement income planning, management, and protection system for our clients. It serves as a highly secure, up-to-date window into your entire financial world. Unlike online banking, online shopping or bill pay, our system is non-transactional.
The system is provided to our retirement income planning clients who have ongoing planning needs at no additional charge. It is accessible at anytime from anywhere with an internet connection or mobile device.
Key Benefits to You
Some of the key benefits to you of using our Retirement Income System include the following:
Complete Financial Picture
We link all of your financial institution accounts in one location for a complete and up-to-date view of your financial situation. This enables our analysis and recommendations to be comprehensive and reflect current account values.
Deeper Understanding, Better Recommendations
Our 360o view of your financial world can help improve overall performance, minimize the impact of debt and taxes, and enhance your lifestyle. With your goals as the centerpiece of our process, we provide you with financial reports that clearly illustrate where you are now and how our recommendations can help you reach your goals.
With a daily snapshot of your progress, we can alert and remind you of financial considerations that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.
Our Retirement Income System provides you and our firm with a secure view of your financial progress. We can collaborate with you online at any time, no matter where you are. With your permission, we can even share specified information online with your other professional advisors.
Unlimited Document Storage
Last, but not least, the system includes a secure vault that allows you to safely store your most important documents for quick and easy access. Examples of some of the documents that can be stored include investment statements, income tax returns, estate planning documents, insurance policies, passports, birth certificates, marriage certificates, and real estate deeds.
How We Use Technology to Improve Retirement Planning
Bob Klein participated in a series of educational interviews with David Littell, the co-director of The New York Life Center for Retirement Income at The American College in Bryn Mawr, Pennsylvania on January 8, 2014. In this video, Bob discusses how he uses technology to improve retirement planning.