Retirement and Investing Resources

Listed below are some retirement and investing resources that you may find helpful. If you know of a website that is particularly useful, pass it along and we’ll include it for others!

For links to other Fee-Only Financial Planners around the country, scroll down a few pages.

Financial Links

Social Security’s website The official website of the US Social Security Administration. You’ll visit here to get your benefit statement, as well as to file online for Social Security benefits. The site also includes retirement benefit calculators that can be helpful as you plan your retirement.

Ed Slott’s IRA discussion forum Excellent discussion forum for finding expert opinions on all types of IRA matters.

Aging With Dignity to help you and your family plan for the care that you deserve.

BankRate internet-based consumer finance marketplace. A good place to check for current mortgage rates.

IRS this is the website of the Internal Revenue Service.

Mutual Fund Education Alliance Excellent educational resource for learning about mutual fund investing.

National Association of Personal Financial Advisors (NAPFA) the website of the National Association of Personal Financial Advisors. This organization is limited to planners who are strictly Fee-Only, meaning that they accept no commissions for their work.

NOLO “Law For All”. Legal information on all subjects.

Quicken access to information on investing, taxes, insurance, loans, etc.. In addition, you can purchase Quicken software at this site.

TD Ameritrade low-cost broker TD Ameritrade account access.

Vanguard website for Vanguard Investors Corporation, the mutual fund giant.

Yodlee free, secure, account aggregation.

Mortgage Rates & Home Loan Quotes Online Compare real time mortgage rates & home loan quotes online anonymously. No credit report required, money back guarantee!

NewRetirement – retirement planning resources NewRetirement is dedicated to helping people concerned about retirement find the information they need to create a secure retirement plan.

Fee-Only Financial Planners

Portland Fixed Income Specialists. Fee only fixed income and bond specialists in Beaverton, Oregon. We can design portfolios of high quality individual bonds and CDs that provide you with a consistent cash flow while preserving your principal.

Fee-Only CFP 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.

Fee Only CFP Financial Advisor in Ann Arbor, Michigan Vintage Financial is an independent fee only investment advisory firm offering financial planning and investment management.

Fee Only CFP Financial Advisor in Hawaii Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope.

Fee Only CFP Wealth Management Advisors from Tewksbury, Mass. Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis.

Fee Only Financial Planning – Roman Financial Advisors in San Diego CA Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Cary, North Carolina  Improving the financial health of physicians and dentists.

Fee-Only CFP CPA Independent Financial Advisor in Minnesota  Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio  Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH.

Fee-Only CFP Independent Financial Advisor in Chicago  Long & Associates is a Fee-Only financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL.

Fee-Only CFP Investment Advisor for retirement money in San Diego County  A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds.

Fee-Only DFA Funds Financial Advisor and Wealth Management Firm in Orlando, FL  Welcome to ORRGROUP, where fee-only financial planning, education, and advice is always objective. We are a DFA approved advisor. Let Andrew Orr help you to prepare for your future.

Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor  Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen.

Kaplan Financial Advisors, LLC – Fee-Only Independent DFA Funds Advisor in New Jersey  We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.

Portland Fee-Only Financial Planning and Investment Management  If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, 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. At TABR Capital Management, our purpose is to ensure that you’re able to focus on living your life because we’re focused on your financial goals.

Fee only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.

Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial Planner^TM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

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. We provide 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.

CFP ® – 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 CFP (R) financial planning services and investment management in Newtown, PA.

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 Jacksonville We are a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.

Gold Medal Waters – Fee Only Financial Advisor and CFP in Boulder and Denver Colorado Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER ™ and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.

Austin and Round Rock Financial Advisors – CERTIFIED FINANCIAL PLANNER Vannoy Advisory Group, Inc. is an independent fee only investment management and CERTIFIED FINANCIAL PLANNER (TM) specializing in comprehensive wealth management for financially secure families.

Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.

Key Financial Solutions, LLC – Roseland, New Jersey We are an independent fee-only investment management and financial planning firm in Roseland, New Jersey. Our principal Roger Streit is a Certified Financial Planner.

Fee-Only Financial Planner and Wealth Manager in Atlanta and St. Simons Island, GA We are 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 LakeCity, UT  Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi  Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Seattle, Washington — King County, Eastside. Fee-Only Financial Planner & Investment Advisor for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management. They specialize in helping clients of all ages reach their financial goals on a fee-only basis (no commissions). Their clients are nationwide.

Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

Saint Paul Financial Advisors – Independent – Fee-Only – CFP 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.

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. An initial consultation is free of charge.

Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER – practitioner The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.

Investor’s Capital Management, LLC — Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area Investor’s Capital Management, LLC, offering 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.

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.

Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER – CFP® Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

Mayflower Capital Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.

Fee-Only CFP Independent Financial Advisor in Buffalo, Williamsville, Amherst, NY  Ogorek Wealth Management LLC is an independent fee-only financial planning and investment advisory firm committed to helping you achieve a more fulfilling life through coordinated wealth management services.

The Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial PlannerTM, (CFP®) wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH. Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner TM (CFP®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.

Fee-only Certified Financial Planner in Greater Boston, Massachusetts. Titanium Advisors, based in Franklin, MA and with offices in Newton, MA and Boston, MA, provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.

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.

Investment Plans – Investment Review Services Investment Plan is an online investment review, investment plan design, and investment advice service where we create custom mutual fund and ETF investment portfolios for a flat fee only.

Tucson Financial Planner, CFP, Asset Management, Retirement Plan, Invest, Financial Services AIO Financial in Tucson, AZ provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale and Phoenix, Arizona Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning and financial planning to clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

Serenity Financial Consulting, LLC  Milwaukee WI – Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.

Independent, Fee-Only, NAPFA Registered Financial Advisor in Vancouver, Washington Fort Vancouver Investment Management, LLC is an independent, fee-only Registered Investment Advisor located just across the Columbia River from Portland, Oregon on historic Officers Row in Vancouver, Washington. Fort Vancouver Investment Management provides objective financial planning and investment management services.

Johnston Investment Counsel Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.

Solari Financial Planning, LLC Independent & Transparent Financial Guidance
We provide hourly-as needed advice that is customized to fit your life. We believe that trust starts with transparency and that is why we provide Fee-Only financial guidance from all walks of life.

Fee-Only Financial Advisor in Plymouth, Maple Grove, and Minnetonka, MN Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.

Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.

Sherwood Investment Services Over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.

Wealth Management in San Mateo, California – Gosho Financial Group has been helping Californian clients through fee-only Financial Planning, Wealth & Retirement Planning. Carol Gosho is a Certified Financial Planner (CFP) with the experience to achieve your financial goals.

Zynergy Retirement Planning – Zynergy Retirement Planning, a NAPFA-listed fee-only financial planner based in New Jersey

Fee Only CFP® Financial Advisor and Fiduciary Retirement Planner in Scottsdale and Phoenix Arizona – Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.