CMP Financial Planning

Helpful Links


Helpful Links

Links for CMP Financial Planning Clients

CMP Client Portal Logon: Client logon/password available through CMP.

Symmetry/TCA online access: Client logon/password available through CMP.

TD Ameritrade client logon: Client Logon.  First time users hit the “Get Started” button at the bottom.  You will need your account number to set up your ID and password.

 

Helpful and Educational Links

College Advantage -Website for Ohio’s 529 Savings Program which includes helpful information and accountholder login

Dimensional Fund Advisors:  Offers a full range of mutual funds based on Nobel Prize winning academic research

MorningStar Research  -Provides insight & analysis on mutual funds, stocks, the economy, as well as many other relevant investing topics.

Saving for CollegeWebsite dedicated to helping individuals and better understand how to meet the challenge of paying higher education costs.  And lots of information about 529 college savings accounts.