facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Make the valuation of your automobile easy with reliable, timely information about new and used auto prices and resources for buying, selling and calculating your vehicle transactions.

Kelley Blue Book
Price new and used cars; check out your automobile’s trade-in or resale value

Car Max
Research used vehicles and calculate your auto budget

Access valuable college research with resources that can help you search by location and major, as well as identify available scholarships and financing options

College Board: Find the right college with the ability to filter by location, major and more

College Scholarships: Search for college scholarships; filter by state, activity, demographics and more

Sallie Mae: Discover tools to help you plan and pay for college

Explore information and reviews for consumer products and identify government and veteran resources.

Consumer World: Benefit from this public service, non-commercial resource guide with price comparisons, consumer news and reports

USA.gov: Obtain access to a broad range of services and data including consumer information, small businesses, travel, jobs and unemployment

Veterans Affairs: Learn about benefits and assistance programs available to veterans and their family members

Wirecutter: Benefit from the “Best of” lists for everyday items from electronics to appliances based on vigorous research and testing

Boost your ability to better manage your credit with credible sites that provide tools to check and maintain your credit report, opt out of pre-approved offers, calls and research alerts.

Annual Credit Report: Gain information about credit scores and request your credit report

Federal Trade Commission: Acquire consumer facts and alerts; links to report identity theft, file a consumer complaint and register for “Do Not Call” lists

Opt Out: Opt Out to prevent consumer credit reporting companies from providing your credit file information for firm offers

Reduce your anxiety about researching eldercare services and pricing, often under urgent circumstances. These resources provide tools to search for housing and care for aging adults as well as tips to pay for these added costs.*

Eldercare Locator: Connect to services for older adults and their families

Paying for Senior Care: Discover guides to help find care, financial assistance and information

Senior Living: Research the best products and services for seniors including safety products, mobility solutions and housing

Check out solutions for selling or buying resources, estimate the value of your home or calculate the cost of a mortgage or refinance.*

Bankrate: Compare rates on mortgages, loans, savings accounts and other financial products. Utilize intuitive calculators from mortgages to auto loans

House Logic: Explore smart solutions for buying, selling and enjoying your home

Housing and Urban Development: Research home loans, inspections, insurance and more

Zillow: View property values for neighborhoods and estimates for your own home

Protect your wealth with insurance sites that provide information on the types and levels of insurance you need.*

Centers for Medicare and Medicaid Services: Obtain information about and links to insurance resources for children and adults

Health and Human Services: Learn about health insurance, Medicaid, Medicare and health providers

Insurance Information Institute: Acquire fact-based, objective knowledge about insurance from auto to life and everything in between

Medicare: Gain access to this official government site for Medicare where you can sign-up, determine cost and change plans


Identify estate planning documents that are crucial to ensure your hard-earned assets are passed on according to your wishes. Recommended documents include Power of Attorney, Healthcare Directive, Will, etc.*

Law Depot: Create your own legal documents, forms and contracts

Legal Zoom: Draft estate planning documents with easy instructions

Discover historical and current information on world markets, bonds and securities.

Market Watch: Learn current and historical information on the Dow, S&P 500, Nasdaq, Global Dow, Precious metals, Oil and Gas

Treasury Direct: Benefit from this reliable source for savings bond and securities information


Gain valuable tools from some of our favorite sites for personal finance including budgeting, banking, personal credit and small business resources.

The Balance: Learn about personal financial resources including budgeting, banking and personal credit

Consumer Financial Protection Bureau: Acquire innovative tools and resources to help build financial skills and make informed financial decisions

Investopedia: Learn about financial education and empowerment resources for beginners and seasoned investors

My Stock Options: Obtain a comprehensive resource on stock compensation for employees and executives

Paycheck City: Access paycheck tools for individuals as well as payroll resources for small businesses

Smart About Money: Discover free, unbiased online courses to help with your personal finances

Calculate Social Security benefits and needed retirement income, then contact us to help you achieve your retirement goals.

Employee Benefit Research Institute: Use tools to measure and estimate retirement income adequacy

Longevity Illustrator: Analyze your retiree financial longevity risk

Social Security: Check out your Social Security Statement, manage your benefits online and get answers to Frequently Asked Questions

Utilize tax links that provide resources including tax code updates, forms, calendars and instructions.*

IRS.gov: Research credits and deductions and access forms and instructions

Tax Foundation: Discover tax research, analysis, maps and FAQs including information for federal and state

US Department of the Treasury: Gain access to updates on tax legislation, policies and programs impacting individuals and businesses

*We provide our clients with referrals to our extensive network of strategic partners including insurance providers, mortgage brokers and CPAs.

Check the background of this firm/advisor on FINRA’s BrokerCheck.