Current Client Resources
Our Focus ... to get you to, and through, Retirement. 
Client Login Portals consolidated on one page  Current clients may log-in (click on photo*) to go to the Loring Ward website where you can access your current account information and reports. This website informs you as to what your portfolio has done to date (past to present). These reports provide "big picture" results for your holdings. You activate this site online using your account information.
Current clients may log-in (click on photo*) to to go TD Ameritrade Institutional's client website to  access current account information. This site provides specific details for your holdings. You activate this site through the instructions I emailed you.
Current clients may log-in (click on photo*) to go to your Structured Investing website where you can access and review your overall allocation plan.
You can also update your Risk Assessment and view your Investment Policy Statement (IPS) here (you activate this site with me).
Reminder: Your Investment Policy Statement (IPS) is archived online through the "Pie" allocation link above. You will find your IPS through the Reports>View History links once you are logged in. This document remains "live" and relevant through our discussions and reviews as time goes by. The concepts discussed within the IPS form the foundation, supported by academic research, upon which retirement income for retiree's is managed; and combined with sustainability research, provides math-based decision points, rather than emotional, to address both good and poor markets during retirement.
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For each decision and action that we take together, there exists a well thought out and researched reason. For a complete picture of all the processes that I integrate together with you as a client, please visit How We Work Together. You and I go through various stages of these processes during each assessment/review. Please call at anytime with any questions. 
Administration:*
Check Deposit Form Electronic Contribution Form Automatic Contribution Form Withdrawal Form IRA/Roth Withdrawal Form
- Please send the above forms to my back office support team: Fax: (408) 260-3116; scan/email TeamAlpha@LoringWard.com
- Please do NOT send these forms directly to TD Ameritrade Institutional.
- Please also send me an info copy to keep me in the loop.
Please return the below forms directly to me:
Risk Assessment Retirement Assessment
The Big Picture (Who does what?) My Service Commitment to you. *Note - Tech tip: If a second window does not pop up and open, you may have a pop up blocker active. You may bypass a pop up blocker, anytime case by case, by holding down the shift key while clicking the link or icon you wish to open. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -  Dimensional is the subadviser to your SA Funds. This link (click on logo*) will take you to their website where you may obtain information about their research, philosophy, implementation and much more (you may start by clicking on the Philosophy tab once you are on that website ... click on Dimensional logo above to start). This information may help you to better understand the differences between institutional and retail class funds. Dimensional was founded in 1981.
 Loring Ward believes clients can benefit from the discipline and sophistication (and lower costs) that typically characterize institutional money management. Working with some of the academic community’s most innovative and respected thinkers and economists ensures that Loring Ward is always researching tomorrow’s solutions today. Loring Ward was founded in 1990 and serves as my back office to support me as I work to support you.
A recorded audio visual presentation about Structured Investing, and the Five (5) Key Tenets, where you can start and stop and jump to sections of interest. Educational videos on YouTube. 
For information regarding SA Funds please click on the photo *. Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Larry R Frank Sr, at 1100 Melody Lane Suite 134 Roseville CA 95678, (916) 773-3509, to obtain a prospectus which should be read carefully before investing or sending money. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 
I provide these links * for these areas of financial planning that are particularly challenging to find an experienced resource** for solutions: Wills and Living Trusts/Estate Planning (option 1) (option 2) | CPA Tax Help (Option 1) (Option 2) | Health and Medical Insurance | Life Insurance | Disability Income Insurance | Long Term Care Insurance | Elder Care Resources (option 1)(option 2)| **The above-mentioned professionals are not affiliated with Better Financial Education. Any information provided by these individuals is provided entirely on behalf of that individual to you and your specific situation. There is no compensation agreement between the above mentioned professionals and Better Financial Education. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Other Useful Resources Please go to my website's Learning Center and Featured Links (both are also found on my navigation bars) to access other information and websites that may be helpful, and educational, for you. The Learning Center is updated monthly. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Communications. Rapid market events, as experienced in 2008, demonstrate that efficient and timely communication is important. The fastest way I can efficiently contact you, and all other clients at the same time, is by mail or email. These messages would be broad and general in nature. The fastest way you can contact me is by phone or email. This is especially important since I do not know who has questions, what those questions may be, nor do I know when something has changed in your life. In other words, you contacting me is important because then you and I can get down to your important specifics. My door and phone are always open to you. Please feel free to contact me at anytime when anything is on your mind. In general: if something is unclear to you, that is a signal you should ask questions; if you're uncertain about your plan, that is a signal for a review. Communication works best when it is both ways.
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