Resources

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

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

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

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

Investment Adviser Public Disclosure
Verify your investment adviser’s Securities and Exchange Commission registration and credentials.
⇒ SEC: Disclosure

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

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

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

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

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

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

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