708-586-7001 tquinn@quinnfp.com

Resources for Clients

Helpful Links

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TD Ameritrade Account Access

Online account access for investors who work with independent financial advisors that custody assets at TD Ameritrade. View your positions, balances, account history and more.

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Blueleaf Account Access

Blueleaf provides families with the ability to understand their investments and make educated decisions.

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MoneyGuidePro

MoneyGuidePro is a client-centered web-based Financial Planning and Retirement Planning Software for fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning.

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Invitation to myMoneyGuide

We are excited to grant you complimentary access to myMoneyGuide®, a state-of-the-art retirement planning Lab that lets you create your own personalized plan for retirement, so you can answer this question for yourself.

Riskalyze

Capture your risk tolerance and see if your current portfolio fits you.

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Autopilot

Your special access to an automated asset management tool built with the next-generation investor in mind with robust client self service and automated asset management.

Schedule Time with Tim

Schedule a free 30 or 45 minute meeting with Tim to talk about your goals and how he might help.

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Please Note: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company’s web-site and assume total responsibility and risk for your use of the sites you are linking to.

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