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

Financial Planning Resources

Photo credit: Tourism Vernon/Thomas Bullock

Below are selected links that will help answer the questions we hear the most.

Frequently Asked Questions


Are you affiliated with a big bank?


We are completely independent of big banks.  We have no conflicting incentives.  No quotas.  No incentive to push in-house products.  We don’t even have any in-house products to recommend.


Do you pick individual stocks/funds?


Need a question answered that you don’t see here?

Contact Us