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Client Resources



Client Forms and Documents


Investment Management Summary (PDF)


Financial Planning Questionnaire (PDF)


Risk Tolerance Questionnaire (PDF)



Informative Articles and Charts


Roth Conversion Summary (PDF)


Letter Regarding 2008 Financial Crisis (PDF)


Annuities the Good, the Bad, and the Ugly (PDF)


ABCs of Mutual Funds (PDF)


Coping with Volatile Markets (PDF)


Retirement Plan Contribution Limits (external link)



Useful Internet Links


To increase financial knowledge - www.360FinancialLiteracy.org


To obtain stock quotes www.finance.yahoo.com


For general financial news www.marketwatch.com


For general financial news www.cnbc.com


For general financial news www.wsj.com


To research mutual funds www.morningstar.com


To learn more about Fee-Only Financial Planning www.napfa.org


To compare current interest rates www.bankrate.com