Links

• Albridge Wealth Reporting
  Use this link to access Albridge Wealth Reporting--a state-of-the-art financial tool where clients can access a complete view of all accounts along with performance reporting against benchmarks. First-time users must register by using your Social Security Number and the temporary password TRUEWEALTH.
• Albridge Wealth Reporting Tour
  This self-guided tour will highlight the many features and benefits that will help you to become more familiar with the Albridge Wealth Reporting application.
• Money Guide Pro
  Use this link to access your Personal Financial Plan. Please contact our office with any questions regarding your username or password.
• Shareholder Services Group
  Clients can click here to be directed to Shareholder Services Group for online access to your accounts, including custodial statements and tax forms. The financial organization number is 47Y. If you need assistance logging into your account or linking multiple accounts to view your entire portfolio, contact Shareholder Services Group at 800.380.7370.
• True Wealth Design College Planning Calculator
  True Wealth Design is a leader in providing college financial planning solutions to parents of college-bound children, helping them solve their college funding dilemma. Whether your household income is $100,000 or $500,000, our expertise is intended to help you save on college costs--even if you believe you're not eligible for financial aid. Click here for a complimentary college planning report.

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At certain places on this True Wealth Design Internet site, live "links" to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of True Wealth Design. True Wealth Design does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by True Wealth Design.