Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • LPL AccountView and WealthVision Access - Access information about your account at LPL Financial. If you have access to WealthVision, you will find the link near the top of the page. Don't know about WealthVision? Just ask and I will be glad to tell you about this powerful financial planning tool.
  • Certified Financial Planner Board of Standards, Inc. - The Certified Financial Planner Board of Standards, Inc. (CFP Board), is the organization that owns the CFP® certification marks in the U.S. and awards CFP® certification to individuals who meet its initial and ongoing certification requirements.
  • Ed Slott And Company, LLC. - Educational IRA website
  • Internal Revenue Service - The Official Website of the Internal Revenue Service
  • LPL Financial - LPL Financial provides advisors with the tools, technology, and support they need to manage successful practices. Backed by our substantial resources, your LPL Financial advisor can focus on what he or she does best—provide you with prudent financial guidance and advice.
  • National Association of Insurance and Financial Advisors - The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
  • Old Course Investment Partners, LLC - Old Course Investment Partners, LLC.was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
  • Social Security Online - The official website of the U.S. Social Security Administration
  • Society of Financial Service Professionals - The Society of Financial Service Professionals (FSP) is a national network of credentialed professionals working in diverse financial disciplines.
  • Term Life Insurance Comparisons - Term Life Insurance Comparisons available for your personal research. Your information will not be sold as an insurance lead like other places you find on the internet. We are subscribers to their software and recommend their site as a place to get the latest insurance rates with no risk of being added to a marketing list.
  • U.S. Department of Education - FAFSA information, federal student loans
  • U.S. Securities and Exchange Commission - The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.