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PFW – Personal Financial Website

  • Organizer and Aggregator of All Accounts
  • Track Spending
  • Budgeting
  • Goal Planning
  • Digital Vault

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IPW – Investment Portfolio Website

  • Portfolio Overview / Holdings / Allocation
  • Portfolio Activity and Performance
  • Customized Reports
  • Monthly Custodian Statements
  • Annual Custodian Tax Statements
  • Customized Reports
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We have a handy mobile app for IPW, that allows you to access your portfolio details on the go.  

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TD Ameritrade

You are now leaving the CAFG, Inc website and will be entering the TD Ameritrade , Inc. website. TD Ameritrade, Inc. is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this website. TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. TD Ameritrade does not review the CAFG, Inc website, and makes no representation regarding the content of the website. The information contained in the CAFG, Inc website should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., Member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.