Resources

Fees: Low Fees Make a Big Difference ⇒ Fee Calculator
Measure the positive impact of low investment fees, and the drag caused by high fees, using this handy tool.

File Upload ⇒ File Upload
Send us your files securely with this upload utility.

Financial Industry Regulatory Authority  ⇒ FINRA
FINRA, the industry regulator, provides a public website helpful tools and background information.

Inflation  ⇒ Inflation Data
CPI and other Inflation statistics from inflationdata.com.

Investment Adviser Public Disclosure  ⇒ SEC Disclosure
Verify you adviser’s registration and credentials with Securities and Exchange Commission.

Investment Advisers: What You Need to Know  ⇒ SEC: Choosing an Adviser
Securities and Exchange Commission Q & A regarding factors to consider when choosing an adviser.

Life Expectancy  ⇒ Life Expectancy Calculator
Longevity statistics from the Social Security Administration.

Market Prices and Rates  ⇒ Market Data
Wall Street Journal Market Data Center.

Planner Search  ⇒ Find a CFP
Verify your financial planner’s credentials at the Certified Financial Board of Standards, Inc. website.

Social Security  ⇒ SSA Benefit Estimator
Retirement Benefit Estimator from the Social Security Administration.

Taxes  ⇒ Tax Rates
Tax Resources from tax-rates.org.

Video Conference  ⇒ Connect to Video
Use this link to begin your video conference session.

Whiteboard  ⇒ Connect to Whiteboard
Use this link to begin your whiteboard sharing session.