Welcome to the Dodds Wealth Management Member Center. We are pleased to provide you with the following options:
This planning tool can help you quickly get an idea if you are on track for being financially independent through your retirement years.
The link above will take you to LPL Financials’ log in page where one can view current account values, positions, and most of all, current and past statements. This is also the website you can use to go Green, meaning, to go paperless for your LPL statements. For a more detailed description on going paperless, please see the article “Going Green”. For more information on your online portfolio access, please see the Account View Brochure.
The link above will take you to our financial planning and asset aggregation website. This allows you to link in all your financial accounts, including most corporate 401k accounts, bank accounts, credit card accounts, mortgage accounts, other investment accounts outside of your LPL Financial accounts. This allows you to have an up to date net worth and more importantly, it allows us to be current on your financial planning goals in real time based on your assets and liabilities.