Useful Links

We are pleased to provide the following links that we think may be useful to prospective clients of our firm:

Investorwords (http://www.investorwords.com/)

Want to learn more about investing? With our service, you don’t have to be knowledgeable about investing, but it never hurts to learn more. Make a commitment to look up every investment word you come across that you do not understand. Investorwords is the biggest, best investment glossary on the web. We highly recommend using this site to expand your basic investment vocabulary and knowledge.

CEO Express (http://www.ceoexpress.com/default.asp)

Want to find something fast on the web related to business or investing? This organized portal has numerous links to sites of interest to executives and investors. You’ll find what you need quicker so you can enjoy your wealth more— much like the aim of our Wealth with Ease® System.

NAPFA (http://www.napfa.org/)

This site of the National Association of Personal Financial Advisors provides excellent resources to individuals seeking to work with a fee-only financial advisor. The site provides details about a fiduciary relationship, fee-only and full disclosure. We are members of NAPFA, and have taken and annually renew the NAPFA oath. We truly believe consumers benefit by working with a fee-only advisor.

FDIC (http://www.fdic.gov/consumers/consumer/news/)

FDIC (Federal Deposit Insurance Corporation) Consumer News provides great articles about a wide variety of personal finance topics from identity theft, fraud, banking, investing and many other topics.

Social Security Administration (http://www.ssa.gov/)

This site provides details about social security and Medicare and other helpful articles about retirement.

Practical Money Skills for Life (http://www.practicalmoneyskills.com/index.php)

A free site designed to help educators, parents, and students practice better money management for life.