CFP® Board of Standards - The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. http://www.cfp.net/
Focus on Fiduciary - Federal and state law requires that Registered Investment Advisors are held to a Fiduciary Standard. This law requires that an advisor act solely in the best interest of the client, even if that interest is in conflict with the advisor’s financial interest. Investment Advisors must disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement. http://www.focusonfiduciary.com/
Schwab Institutional – When you and your advisor place assets at Schwab, you’ve chosen a custodian with experience in catering to the unique needs of independent advisors and their affluent clients. We focus on developing innovative products and services specifically designed to support the financial planning and portfolio management services advisors provide to affluent investors. [See attached brochure]
Constant Contact – Provides the infrastructure to help me better communicate with my clients and others interested in our services. http://www.constantcontact.com
NAPFA - NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. NAPFA, the National Association of Personal Financial Advisors, is an organization through which Fee-Only financial planners can further enhance their professional skills, market their services and become part of a collective, influential voice on matters that affect them and their clients. Founded in 1983, NAPFA currently has more than 2,000 members nationwide. http://www.napfa.org
Kingdom Advisors - Kingdom Advisors challenges Christian financial professionals to consider their faith on a professional level, renew their commitment to faithful stewardship, and to respond to the opportunity to minister and serve their clients through their professional practice and counsel. https://www.kingdomadvisors.org/q_why.asp
Advisors Asset Management - Advisors Asset Management, Inc. (AAM) is an investment solutions partner for advisors and Broker/Dealers offering a vast array of financial tools, leading technologies and industry expertise. AAM offers direct access to the fixed income markets, Unit Investment Trusts (UITs) and structured products. Additionally, AAM provides extensive financial services tailored to your business needs, including portfolio construction, analytics and Separately Managed Accounts (SMAs). http://www.aam.us.com/FISBonds/PublicSite/AAMHome.aspx
Low Load Insurance Services - LLIS is not made up of money managers, accountants or financial planners, nor do we solicit business from the general public. Rather, we are experts in finding the right insurance based upon a client’s needs and their fee-only financial planner’s recommendations. That is what sets LLIS apart. http://www.llis.com
Marketocracy - Marketocracy has recruited over 85,000 people to manage over 100,000 model portfolios at www.marketocracy.com that compete to become the best investors. For years we have tracked, analyzed, and evaluated their virtual trading activity and have accumulated a massive database; following over 10,000 stock positions at any one time and more than ten million trades. This is where Thomsa Cloud gets to compete against other investors in managing individual stocks. Please check out how his stock managed portfolio has performed since February of 2003: http://www.marketocracy.com/cgi-bin/WebObjects/Portfolio.woa/ps/FundPublicPage/source=OhBlHcNdDoEjDaPbMaKiAbDd
Money Guide Pro - PIEtech is dedicated to one thing - helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. http://www.moneyguidepro.com
Investgo - Investigo is dedicated to providing Registered Investment Advisors with the web-based solution they need, along with the customized services they require.
The Investigo Advisor Solution integrates the broadest range of core practice management functionality into one integrated, easy-to-use system including:
- accounting and performance measurement
- accurate, timely data for investment decision making
- superior, customizable reporting and graphics
- integrated access to investment information
- data aggregation
- data integrity
- data reconciliation
- compliance
- communication
- integration with third party applications
IPS AdvisorPro® makes Investment Policy Statements simple to create and efficient to use. http://www.ipsadvisorpro.com
TaxCoach™ gives advisors' clients a plain-English plan for beating the IRS. Legally! TaxCoach™ also gives advisors' clients a proactive solution for their biggest problem of all — their income tax bill. http://www.taxcoachsoftware.com
Make It A Great Day Incorporated is a boutique marketing and technology services provider dedicated to helping today’s financial services firms, individuals, and institutional providers.
http://www.miagd.com
Online document management where you can organize and store all your organization's documents in one secure location in the cloud.
http://www.netdocuments.com
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