Log in to your Financial Plan
Update your financial plan, or check on your progress. See the likelihood of success based on multiple inputs. Also, link 401k accounts, credit cards, bank accounts, and mortgages to get a complete picture of your net worth, and cash flow.
Log in to your Investment Portfolio
Log in to your Sommers Financial Management investment portfolio accounts all in one place, and check on performance, review your holdings, download statements, trade confirmations, or tax forms. A private vault is also provided for you to store important documents.
Log in to your account – TD Ameritrade Institutional
Check on your account balance at our preferred custodial brokerage.
What is your risk number? Sommers Financial Management has implemented technology based on Nobel Prize winning economic theory that helps align our clients’ investments with their tolerance for volatility.
IRA Services Trust Company is our preferred custodian when it comes to holding non-standard assets in your IRA. With an IRA at ISTC, you can invest tax-sheltered funds into Hedge Funds, Private Notes, physical commodities, real estate, and more.
SFM Facebook Page
“Like” us on Facebook and receive regular updates from us, ranging from wise quips to insight on economic policies.
Check out Sommers Financial Management’s YouTube Channel to keep up with new videos about investing and financial planning. From Sustainable Income Portfolios to Closed-End Fund Arbitrage, we will try to keep our video library fresh with exciting new ideas.