Consumer Resources
The following resources are provided to help you better understand your financial situation.
- Pursuit of a Financial Advisor Field Guide
- Financial Advisor Checklist
- Do you have a 5/10/20 Retirement Plan?
- Financial Advisor Comparison
- Fee-Only Financial Planning Advice for Every Stage of Life
- What is a NAPFA-Registered Financial Advisor?
- Compensation and Fee Declaration
- Questions to ask your Advisor
- What is a Fiduciary?
- Top Six Tips: Freedom From Credit Card Debt
- Top Five Tips: Becoming a Socially Responsible Investor