Forms, Documents & Useful Links

•  Financial Planning and Wealth Management Questionnaire

Please print out the form above and fax or mail back to me personally if you would like a complimentary consultation  

•  CFP ® Board Code of Ethics

A detailed look at the updated Code of Ethics

•  Why you should choose a Certified Financial Planner TM

 This consumer brochure produced by the CFP® Board should be an important part of your information gathering process

•  Check the status of a Certified Financial Planner TM 

This link to the CFP® Board allows you to check the status of a Certified Financial Planner TM Practitioner.  Click on the back button to return to our site.

• Social Security 

Great resource for all of your Social Security questions.  Click on the back button to return to our site.

• Internal Revenue Service 

An all around fun site!  Chock full of info and forms. Click on the back button to return to our site.

• Legislative Info 

 Very detailed info on legislative topics. Click on the back button to return to our site.

• The White House 

Here's what's happening at the White House.  Click on the back button to return to our site.

•  Maximize Your Financial Aid And Scholarships

This site is well worth your time if you have kids entering college soon or one in already. Click on the back button to return to our site.

• Math Topic Help.

 This is a help resource for 4th through 8th grades. We have just redesigned and reformatted these pages to enable faster loading and display times, but some pages still load slowly. We hope you find this helpful on homework nights! Click on the back button to return to our site.

• Kid's Click. 

This is a web search used by librarians for kids. Click on the back button to return to our site.