Client Center

Welcome to the Client Center, where you can access your secure retirement income planning information and documents in the Retirement Income System, review your secure TD Ameritrade accounts and documents on the TD AdvisorClient® website, and securely Pay Robert Klein, CPA Invoices by clicking the following respective links and entering your applicable User ID and Password.

By accessing the links above, you are acknowledging that you are a current client of Retirement Income Center, and that you agree to the Terms of Use of this website.
 

PAY ROBERT KLEIN, CPA INVOICES


Pay your Robert Klein, CPA invoices through our secure online CPACharge® AffiniPay integration. We accept all major credit cards, debit cards, and eChecks. AffiniPay offers the only payment solution developed specifically for the needs of professionals and their clients. AffiniPay’s service includes one-click payment processing, advanced fraud protection, and security that exceeds internet standards.


 

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.

 

LET’S START THE CONVERSATION

Asset-Map is a tool that allows you to see your financial situation on one page. With intuitive mind map-like diagramming, you can understand your finances like never before and make more-informed decisions about your financial future.

5020 Campus Drive
Newport Beach, CA 92660-2120
Phone: (949) 251-0910 or Toll Free: Plan2Retire (844-752-6273)

Email: info@RetirementIncomeCenter.com

Advisory services offered through Retirement Income Center, a Registered Investment Advisor

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