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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