Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Certified Financial Planner Board of Standards, Inc. - The organization that grants the CFP® certification and upholds it as the recognized standard of excellence for personal financial planning.
  • Financial Planning Association - The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.
  • Securities America, Inc. - We partner with Securities America, Inc. as our broker-dealer to provide the most innovative solutions to our clients.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.