Confidential Questionnaire

Financial Fitness Survey

ADV Part 2

IFPS Privacy Policy

Financial Advisor Interview Questionnaire

Are You Paying Too Much for Financial Planning and Advice?

How much are you paying for the financial-planning advice you get? Some investors don’t know. Others think they know but don’t. Click on the link above for a good description of the different ways financial planners charge for their services.

Transparent Investing

Transparent Investing provides an excellent web site describing simple, low-cost approaches to investing. In addition to investment insights, they also offer practical consumer advocacy resources.

Things You Should Know Before Hiring a Financial Advisor

Finding qualified, independent financial advice should not be difficult. Unfortunately, for many Americans it is. What you should look for in selecting a financial advisor who will truly place your interests first.