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Industry Resources

Educated clients will make more informed decisions about their financial matters.

The following links are provided for your information and education. Please feel free to contact me with any questions you might have regarding these topics.

  • NAPFA is the largest professional association of comprehensive, fee-only financial planners in the U.S. They have more than 1000 members and affiliates in 50 states. In addition to providing members an opportunity to network and exchange practice management information, NAPFA actively promotes public awareness of comprehensive Fee-Only financial planning.  This site is a great resource for consumers interested in learning more about fee-only financial planning.

  • The Vanguard Group of Investment Companies is the nation's largest pure no-load mutual fund complex.  Known for providing competitive investment performance, a diversity of fund alternatives, and the lowest fund operating expenses in the industry, Vanguard is committed to providing straightforward information that you need to make investment choices that are right for you and your family.

  • Morningstar helps investors with every stage of the investment process. Use daily news, quotes, financial market commentary, analysis, stock and mutual fund data, investment tools and ideas, and portfolio tracking for better investment decisions.
 
 

 


HOW TO CHOOSE A FINANCIAL PLANNER

Help from the National Association of Personal Financial Advisors.

INITIAL MEETING DOCUMENTS
Everything you need for your first step.

LEGAL & COMPLIANCE INFORMATION

INDUSTRY RESOURCES