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Client Resources



Client Forms and Documents

Financial Planning Summary (PDF)

Investment Management Summary (PDF)

Financial Planning Questionnaire - Combined (PDF)

Risk Tolerance Questionnaire (PDF)

New Account Application (PDF)

Account Web-Access Request (PDF)


Informative Articles

2010 Roth Conversion Summary (PDF)

2008-Oct Letter Regarding Financial Crisis (PDF)

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

ABCs of Mutual Funds (PDF)

Coping with Volatile Markets (PDF)

2009 Retirement Plan Contribution Limits (PDF)

Callan Periodic Table of Returns (external PDF)


Useful Internet Links

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