Bonds

• http://www.investinginbonds.com

Budgeting/Cash Flow

• Bank, Loan, Mortgage, and Credit Information
• Quicken

College Planning & Financial Aid

• The Smart Student Guide to Financial Aid
• Saving For College - 529 plans in all 50 states
• IRC section 529 Plan savings programs in all 50 states.
• College Board Online-The College Board Library
• Student and parent information. College planning news, tools and resources.

Investor Education

• Alliance for Investor Education
• InvestorWords Glossary
• American Association of Individual Investors
• Mutual Fund Investors Center
• Infoplease.com
• (article on selecting Financial Planners)
• Quickquote.com
• One of the first internet insurance quote sources, with term life and individual health insurance quotes.
• Lifeinsure.com
• A consumer-friendly life insurance information and quoting website.
• Ehealthinsurance.com
• Individual, family, and small business health insurance quotes.
• Evaluatelifeinsurance.org
• This service, provided through the Consumer Federation of America, provides analysis of cash-value life insurance policies for a fee.
• Answerfinancial.com
• Obtain quotes for auto, home, condo, or renter's insurance coverage.
• Accucoverage.com
• Is your home adequately insured against a loss? This website enables you to purchase an analysis of your home's replacement value.

Professional Organizations

• Certified Financial Planner Board of Standards
• Financial Planning Association
• National Association of Personal Financial Advisors
• NAPFA is a network of fee-only financial planners and advisors. The following links are for the web sites of NAPFA members in other locations (at the time of listing, these advisors were members of NAPFA, but consumers should check to verify current membership):
• Fee Only CERTIFIED FINANCIAL PLANNER ™ Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered
• Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.
• Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire
• Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. Azimuth provides financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
• NAPFA, Fee-Only, Fiduciary, Independent Financial Advisor in Jackson, Mississippi
• Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of CERTIFIED FINANCIAL PLANNER™ certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
• San Diego Fee Only Advisor – Independent CERTIFIED FINANCIAL PLANNER™ practitioner
• Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.
• Maine fee-only CERTIFIED FINANCIAL PLANNER(TM) professional and investment management
• Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine.
• Independent Fee Only CERTIFIED FINANCAL PLANNER™ Lake Oswego Oregon
• Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.
• Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Portland, Oregon
• Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving pre-retirees, retirees and professionals in Portland, Oregon.
• Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNER™ Professional – Investment Advisor based in Mendota Heights, Minnesota
• Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.
• Fee-Only CFP® Professional Investment Advisor for retirement money…in San Diego County
• A Blog specializing in help for people transitioning between jobs or retiring and needing to transfer 401(k) and other retirement funds to an IRA Rollover account.
• Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan
• George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.
• Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
• Unbiased Financial Advice in Menlo Park, CA - Investor's Capital Management, LLC (ICM), providing financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
• Fee-Only Financial Life Planner in Jacksonville, FL
• A full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.
• CERTIFIED FINANCIAL PLANNER™ Professional, Fee-Only Comprehensive Financial Planning, Asset Management, and Retirement Planning in Portland, OR
• Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
• Long & Associates, LLC
• Independent, Fee-Only™, Advisor in Chicago, IL - Chris Long, CFP®
• Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER ™ professional in Portland, Oregon and Santa Cruz, California
• Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
• Mentor Capital Management Inc.
• Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
• Michael Pace, Independent Fee-Only CFP® Professional, Financial Advisor in Seattle
• Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
• Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA
• Minerva Planning Group is a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.
• Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
• Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner dedicated to providing comprehensive financial planning and wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
• Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL
• Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
• Fee-only Financial Planner in Vancouver, Washington
• Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis.
• Portland Financial Advisors, Inc. (Oregon)
• Portland Financial Advisors is a comprehensive fee-only financial planning, tax, and investment management firm located in Beaverton, Oregon.
• Portland Financial Planning Group (Portland, ME)
• Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
• Posey Capital Management
• Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis.
• Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York
• Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA
• Fee-Only CFP® professional, Independent Financial Advisor in Las Vegas, Henderson
• Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV.
• Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI
• Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors).
• Fee Only Investment Advisor – Fiduciary – NAPFA Member - CERTIFIED FINANCIAL PLANNER™ Professional – Financial Advisor in Cincinnati, OH
• Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide. All advisors are members of NAPFA.
• Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA
• Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide.
• Fee Only CERTIFIED FINANCIAL PLANNER™ professional in Denver and Highlands Ranch, Colorado
• Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.
• Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
• Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.
• Fee-Only CERTIFIED FINANCIAL PLANNER™ professional, Independent Financial Advisor in Orange County, CA
• TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA.
• Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona
• Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.
• Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.
• Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
• North Alabama Certified Financial Planner® professional
• West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of CERTIFIED FINANCIAL PLANNER™ professionals that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.
• Investment Portfolio Architect & Management Service
• Portfolio Architect is a flat fee independent investment management service providing asset allocation, risk profiling, investment account fiduciary audits and fee only investment advisor services.
• CFP® Professional - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania
• Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only financial planning services and investment management in Newtown, PA
• A fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.
• Y.D. Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Regulatory Agencies

• NASD - National Association of Securities Dealers
• SEC - Security and Exchange Commission
• SEC EDGAR database
• Get the facts! Research all U.S. publicly traded companies forms 10K, 10Q and supplemental forms the U.S. government requires them to submit.

Tax Information

• Internal Revenue Service