Financial Links

Broker Check
Look up your current or prospective broker's name to see employment history, certifications, and licenses - as well as regulatory actions, violations or complaints you might want to know about.

CFP Board
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients' best interests.

National Association of Personal Financial Advisors (NAPFA)
Information about NAPFA and FEE-ONLY financial planners, including why you should choose a FEE-ONLY financial advisor.

Dimensional Fund Advisors
DFA is known for the use of academic research to inform investing strategy, and boasts of its formal associations with prominent financial economists, including 2013 Nobelist Eugene F. Fama, Kenneth R. French, Roger G. Ibbotson, and Nobelists Robert C. Merton and Myron S. Scholes.

IRS Enrolled Agent Verification
Verify the status of an Enrolled Agent.

Savings Bond Wizard®
The Savings Bond Wizard® helps you manage your savings bond inventory on your PC. It's a downloadable program that allows you to maintain an inventory of your bonds and determine the current redemption value, earned interest, and other information. You can also print your bond inventory, providing you with an important record if you ever need to replace any of your savings bonds.

Low Load Insurance Services
Insurance quotes for clients of fee-only advisors.