Client Resources

FPA, Financial Planning Association
The Financial Planning Association is the membership organization for the financial planning community. FPA has been built around four Core Values - Competence, Integrity, Relationships and Stewardship. FPA's primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession.

SFAA, Sports Financial Advisors Association
To establish a network of accredited and licensed financial professionals capable of providing world-class service and expertise to athletes through a virtuous circle of excellence. Through a rigorous application process and on-going education program, athletes will know that their financial advisors have the education, resources, integrity and experience needed to make them successful.

CFP, Certified Financial Planner Board of Standards, Inc.
The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to help people benefit from competent, professional and ethical financial planning. To further this mission, CFP Board works to create awareness of the importance of financial planning and the value of the financial planning process.

Big Charts
BigCharts is the world's most comprehensive and easy-to-use investment research Web site, providing access to professional-level research tools such as interactive charts, quotes, industry analysis and intraday stock screeners, as well as market news and commentary. These tools combine with a graphical interface and our intuitive navigation to make your research experience productive, entertaining and fun. Best of all, BigCharts is a free service supported entirely by our site sponsors.

Federal Income Tax Sites:
www.fairmark.com
www.ssa.gov
www.irs.gov