Lifetime Client Pathway — The Lifetime Client Pathway allows you to view of all of your accounts (updated daily), access secure document storage, track spending and cash flow, and set budgets and goals.
TD Ameritrade — TD Ameritrade is one of the discount brokerage companies that LWPM suggests to custody client assets. The web site provides information on the discount brokerage services offered at TD Ameritrade as well as financial markets commentary, information, and analysis.
TIAA-CREF — For nearly ninety years, TIAA-CREF has been helping those in the academic, medical, cultural, and research fields with retirement products. LWPM suggests IAA-CREF for qualified clients to custody a portion of their eligible retirement portfolio. The web site also provides more information on their specific retirement solutions.
TransAmerica/Aria — In business since 1858, TransAmerica (previously Monumental Life) is one of the most respected life companies in the United States. (TransAmerica’s parent company is Aegon.) TransAmerica offers annuities as well as life insurance and long-term care products.