WHY NEXT GEN?

Useful Links For Clients

If you’re an eMoney user, review your financial plan and check progress

If you’re a RightCapital user, review your financial plan and check progress

If you’re a client without a Dropbox account and aren’t using a shared folder with us, please use this link to securely send us files

Access your TD Ameritrade Institutional accounts managed by NGFP

Use these links for scheduled video appointments with NGFP through Zoom

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