Resources
Listed below are just a few
resources that you may
find helpful. If you know of a website that is particularly useful,
pass it along and we'll include it for others!
For links to other Fee-Only
Financial Planners around the country, click here.
Financial Links
- Aging With Dignity
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—to help you and your family plan for the care that you deserve.
- BankRate
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—internet-based consumer finance marketplace. A good place to check for
current mortgage rates.
- CreditTalk
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—money management resources from MasterCard International.
- Financenter
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— Publicly available calculators, tutorials, and other planning tools
- IRS
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– this is the website of the Internal Revenue Service.
- Money-Talk
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—discussion board for bouncing questions off of other investors.
- Mutual
Fund Education Alliance
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—Excellent educational resource for learning about mutual fund
investing.
- National
Association of Personal Financial Advisors (NAPFA)
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—the website of the National Association of Personal Financial
Advisors. This organization is limited to planners who are strictly
“Fee-Only”, meaning that they accept no commissions for their work.
- NOLO
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—”Law For All”. Legal information on all subjects.
- Quicken
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—access to information on investing, taxes, insurance, loans, etc.. In
addition, you can purchase Quicken software at this site.
- Retirement Sites
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—Hand verified retirement sites here.
- 2save4college.com
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—this is our website that is dedicated to helping families plan for
college funding.
- TD Ameritrade
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—low-cost broker TD Ameritrade account access.
- Vanguard
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—website for Vanguard Investors Corporation, the mutual fund giant.
- Yodlee
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—free, secure, account aggregation.
Online Financial, Investment, & Mortgage Calculator
Financial planning calculators including investments, retirement, and
mortgage loans.
Mortgage Rates & Home Loan Quotes Online
Compare real time mortgage rates & home loan quotes online
anonymously. No credit report required, money back guarantee!
Fee-Only Financial Planners
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Beaverton Oregon Fee Only Financial Advisor...
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Portland Financial Advisors is a full service tax and financial planning firm located near Portland, Oregon....
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Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson
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Red Rock Private Wealth Consulting is a Fee-Only retirement planning
and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM)
Professionals in Las Vegas, NV.
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Fee Only CFP Financial Advisor in Ann Arbor, Michigan...
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Vintage Financial is an independent fee only investment advisory firm
offering financial planning and investment management....
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Fee Only CFP Financial Advisor in Hawaii...
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Pathfinder Financial Services, LLC, is a Limited Liability Company and
organized in the State of Hawaii. Pathfinder Financial Services, LLC is
a Registered Investment Advisor in the State of Hawaii. While located
in Hawaii, the practice is national in scope. ...
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Fee Only CFP Financial Advisor in Wayzata, Minnesota...
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Epple Financial Advisors, LLC. (EFA) is a financial planning and
Registered Investment Advisory firm. The firm specializes in providing
Comprehensive Fee-Only financial planning services and investments....
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Fee Only CFP Wealth Management Advisors from Tewksbury, Mass....
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Wealth Management Advisors, LLC (WMA) works with each client to achieve
financial and life goals by taking a comprehensive approach to planning
and managing their wealth on a Fee-Only basis. ...
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Fee Only Financial Planning - Roman Financial Advisors in San Diego
CA...
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Roman Financial Advisors 619-209-6565 specializes in fee only financial
planning including tax planning, risk management and investment
counseling....
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Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in
Tampa Florida...
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Florida Financial Advisors, Inc., located in Tampa, Florida, is a
Registered Investment Advisor firm proudly serving clients for the last
25 years in all areas of financial planning to include investment
management, retirement planning, tax planning, estate planning, etc. As
Fee-Only financial advisors, we specialize in helping clients meet
their short-term and long-term financial goals using a holistic team
approach. The firm's founder and president, Douglas P. Hanke, CFP
& EA has more than 30 years experience and is a
NAPFA-registered, independent financial planner....
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Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in
Cary, North Carolina....
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Improving the financial health of physicians and dentists....
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Fee-Only CFP CPA Independent Financial Advisor in Minnesota....
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Colleen Weber CPA, LLC is a fee-only, independent financial planning
and wealth management firm in Minnesota....
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Fee-Only CFP Independent Financial Advisor in Columbus, Ohio...
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Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED
FINANCIAL PLANNER(TM) Professionals in Columbus, OH....
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Fee-Only CFP Independent Financial Advisor in Chicago...
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Long & Associates is a Fee-Only financial planning firm with
CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL...
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Fee-Only CFP Investment Advisor for retirement money in San Diego
County...
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A Blog specializing in help for people transitioning between jobs and
needing to transfer 401(k) and other retirement funds....
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Fee-Only DFA Funds Financial Advisor and Wealth Management Firm in
Orlando, FL....
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Welcome to ORRGROUP, where fee-only financial planning, education, and
advice is always objective. We are a DFA approved advisor. Let Andrew
Orr help you to prepare for your future....
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Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor...
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Frisco Financial Planning (FFP) is a fee-only financial planning and
investment management firm with a biblical, Christian worldview. Our
Principal, John Gay, CFP is a Certified Financial Planner. FFP is
located in Frisco, Texas (TX), 20 miles north of Dallas near Plano,
McKinney, and Allen....
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Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor
in New Jersey...
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We are a full service investment advisory firm providing portfolio
management and financial planning services located in Berkeley Heights,
NJ....
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Life Strategies Financial Planning...
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Fee-only comprehensive financial planning and asset management. Life
Strategies manages money based on life events, not market events.
Featuring DFA (Dimensional Fund Advisers), and other no-load funds....
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Portland Fee-Only Financial Planning and Investment Management ...
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If you are looking for independent, objective financial planning and
investment management, you have come to the right place. Cedar
Financial Advisors, LLC is a fee-only financial planning and investment
management firm based in Portland, Oregon....
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Retirement Fee Only Financial Planning Advisor in Denver...
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A fee-only financial planning and investment management firm, CFP ,
Certified Financial Planner , Fee-only financial planner , fee only
financial planner , Fee-only , Financial Planning....
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Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial
Advisor in Orange County, CA
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TABR Capital Management, LLC is a Fee-Only investment advisor,
financial planning and wealth management firm located in Orange County,
CA. At TABR Capital Management, our purpose is to ensure that you're
able to focus on living your life because we're focused on your
financial goals.
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Fee Only CERTIFIED FINANCIAL PLANNER in Denver, Colorado
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Staib Financial Planning, LLC is an independent financial planning and
investment advisory firm providing comprehensive fee only financial
planning, retirement planning, and investment management services to
clientele in Denver and Highlands Ranch, Colorado.
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Fee-Only Certified Financial Planner® in Huntsville, Alabama
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West Financial Consulting, Inc., a firm located in Huntsville, Alabama,
has a team of Certified Financial Planners™ that specializes in
comprehensive, fee-only financial planning, business, retirement,
estate planning and investment management.
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Portland Oregon Fee-Only Financial Advisor
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Griffith Asset Management is an independent locally-owned company
located in Portland Oregon offering financial planning and investment
management on a fee-only basis.
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Independent Fee Only Financial Planning and Investment Management firm
based in Portsmouth, New Hampshire.
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Azimuth Financial Planning (AFP) is an independent fee-only financial
planning and investment management firm based in Portsmouth, New
Hampshire. We provide financial planning services that can examine each
aspect of a client’s financial life including: retirement planning,
education planning, investment management, risk-insurance management,
tax planning, and estate planning. The firm offers different levels of
service customized for your situation ranging from financial planning
on an hourly basis to more comprehensive financial management where the
firm is responsible for the plan development, the plan implementation,
and long-term investment management.
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CFP ® - Independent Fee Only Financial Planning and Investment
Management firm in Newtown, Pennsylvania
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Yardley Wealth Management, LLC is an independent Financial Advisor firm
that provides Fee-Only CFP (R) financial planning services and
investment management in Newtown, PA.
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Independent Fee Only Financial Planning and Investment Management firm
based in Lynnfield, MA with an office in Stuart, FL
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Nevils Financial LLC is an independent fee-only financial planning and
investment management firm based in Lynnfield, MA with an office in
Stuart, FL. The firm offers different levels of service ranging from
financial planning on an hourly basis to more comprehensive financial
management where the firm is responsible for the plan development, the
plan implementation, and long-term investment management.
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Fee-Only Financial Planner in Jacksonville
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We are a full service fee-only financial life planning firm providing
financial life planning and investment management services located in
Jacksonville, Florida.
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Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and
Denver Colorado
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Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and
Registered Investment Advisor firm in Boulder and Denver, Colorado
specializing in financial planning, investment management, 401(k), and
IRA services.
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Fee Only independent registered investment advisor in Little Neck
Queens & Long Island New York.
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Specializing in working with medical professionals, pre & post
retirees facilitating 401k/403b rollovers and managing risk adjusted
investment portfolios. Certified Financial Planner since 1989 and Vice
President of Ethics for the Long Island, FPA.
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Fee-Only CERTIFIED FINANCIAL PLANNER ™ CFP Financial Advisor in Las
Vegas and Summerlin, NV
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Palermo Financial Group is a Las Vegas based Fee-Only retirement and
wealth management firm. We are a member of NAPFA and the Garrett
Planning Network with CERTIFIED FINANCIAL PLANNER (TM) certification in
Las Vegas, NV.
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Independent Fee-only Financial Planner Arlington Massachusetts
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Advocate Financial Management located in Greater Boston a Registered
Investment Advisory Firm retirement planning investment management
Dimensional Fund Advisers DFA Timothy J. Haley CPA CFP Certified
Financial Planner fee only eldercare legacy and life planning serving
Greater Boston Belmont Cambridge Lexington Winchester MA
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Daily Money Management Firm Personal Finances Arlington Massachusetts
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QuickBooks Pro Advisor Organize bookkeeping document management
financial statements monthly bill paying tax payments serving elderly
and senior market estate planning legacy Timothy J. Haley CFP CPA
Certified Public Accountant Certified Financial Planner serving Greater
Boston Belmont Cambridge Lexington Winchester MA AADMM