Email Us

Client Center

Downloadable Forms

You will need Adobe Acrobat to view the PDF files.
Get Acrobat Reader

Professional Organizations

Investments
Investopedia.com  - Investment encyclopedia.

Investinginbonds.com  - Information on all types of bonds from the Bond Market Association.

Morningstar.com – Stock, mutual fund, investing and personal finance information.

Crestmontresearch.com - Relevant historical statistics on stocks, bonds and hedge funds updated continuously.

Fool.com – Educational investment and financial planning information.

Investmenthelp.org -Independent information about investing.

Bloomberg.com - In-depth market coverage relied on by the professionals.

Financial Planning Organizations
Napfa.org – NAPFA, a Fee-Only planning association.  A NAPFA member or affiliate may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s planning recommendations.

Tax/Govt Agencies
Irs.gov - Internal revenue service information.  Tax forms, publications and general guidance.

SSA.gov - Social Security Administration website.

Medicare.gov - Medicare information.

Fairmark.com - Tax information for investors.

Financing/Debt
Bankrate.com – Lending and interest rate information.

Education Planning
Finaid.org – Financial aid, college scholarships, and student loan information.

Savingforcollege.com - A source for objective information about Section 529 college savings plans and other ways to save and pay for college.

Insurance
Ltcinsurance.com - A resource center for finding the best long term care.  Provides info on pricing, service and quality.

Hsafinder.com - The independent Health Savings Account source. HSA information, news, insurance quotes, savings solutions, custodial accounts and rates for individuals and companies.

Quotesmith.com – Information and quotes on almost any type of insurance.