Welcome to AMDG’s Client Center! Here, you’ll find access to your online accounts, plus useful checklists, tips, articles, guides and other information to help you achieve your life and financial goals. Please check back often; we’re always creating and adding new resources to bring you the best money management tools available. If you have questions, or would like to schedule an appointment to learn more about what AMDG Financial can do for you, please feel free to contact us. 

For Existing Clients

TDA Institutional

TD Ameritrade (For instructions on how to integrate TD Ameritrade with Quicken software, click here.)

Black Diamond

TIAA-Cref

Jefferson National

For New Clients

Meeting with AMDG Financial for the first time? Use these checklists to help you get organized for your visit:

Tax Preparation Checklist