Partners & Resources

www.advisorclient.com
Upon signup and 24 hour period, clients may see their TD Ameritrade account information online

www.morningstar.com
The premier mutual fund and ETF information Website

www.vanguard.com
The Vanguard Group Website

http://napfa.org
I am a member of NAPFA, the National Association of Personal Financial Advisors
(the “fee-only” association)

Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC
Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and introductory wealth management engagements to clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide. www.BeaconFinancialStrategies.com

Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience. www.mypfa.com

Fee only Investment Advisory Firm – Retirement Plans – Mutual Insurance Company Management in Wausau, WI
Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC has provided objective, fee-only financial management services for over two decades. Specializing in managing the investment and related financial affairs of individuals and mutual insurance companies, they guide clients to the financial decisions they would make themselves if they had the time and expertise to fully research and understand all of their options.www.financialfiduciariesllc.com

Portland Fixed Income Specialists LLC
Beaverton, Oregon fee only financial planning and tax advisor with an emphasis in the safety of fixed income and bond investing. Their bond strategies preserve your principal while minimizing taxes and the impact of inflation. www.pdxfis.com

Weingarten Associates, L.L.C – Independent, fee-only Registered Investment Advisor in Lawrenceville, NJ
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. www.weingartenassociates.com

Fee Only CFP Financial Advisor in Wayzata, Minnesota
Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm serving Wayzata, Plymouth, Minneapolis, & St Paul, Minnesota. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments to business owners and dentists. www.epplefinancial.com

Blankinship & Foster, LLC – Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974. www.bfadvisors.com

Fee-Only Certified Financial Planner – McClain Lovejoy Financial Planning, LLC
McClain Lovejoy Financial Planning, LLC provides fee-only retirement planning, investment management, 401k and pension rollover management, and employer stock management for boomer retirees and generation X pharmacists, nurse practitioners, and IT professionals.

www.mcclainlovejoy.comFee only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina
Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in Raleigh, Durham, Cary, Chapel Hill, Carrboro, NC and nationwide.

www.lazarusfp.comWashington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ – CFP®, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

www.commencefp.comPlymouth Minnesota Financial Advisor
Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals. http://phillipjamesfinancial.com