Advisor Resources
Financial Websites

Below you’ll find web pages that offers information on retirement planning, investing, budgeting, taxes, legal, insurance, Social Security, and financial education.

CFP.NET, Learn About Financial Planning
CFP.NET’s “Learn About Financial Planning” section has a lot of great articles and educational information for Financial and Life Planners. CFP.NET is from the Certified Financial Planner Board of Standards, Inc., whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.

Federal Reserve of Dallas, TX “Wealth Builder” interactive CD
A personal finance education resource for schools, nonprofit community organizations, financial services providers and consumers to help young people, adult consumers, families and others develop a plan for building personal wealth. provides access to the full range of official statistical information produced by the U.S. Federal Government.

Financial Planning Association
The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning.

The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,000 brokerage firms, about 173,000 branch offices and more than 677,000 registered securities representatives. Mortgage Calculator has a free mortgage calculator that calculates your potential monthly payment by computing parameters related to loan and property information.

SEC Filings and Forms (EDGAR)
All companies, foreign and domestic, are required to file registration statements, periodic reports, and other forms electronically through EDGAR (the U.S. Securities and Exchange Commissions’ “Electronic Data Gathering, Analysis, and Retrieval” system). Anyone can access and download this information for free. Here you’ll find links to a complete list of filings available through EDGAR and instructions for searching the EDGAR database.

U.S. Tax Code On-Line
This web page gives you access to the complete text of the United States Internal Revenue Code.

  • World Class Advisors

    Holistic Financial Planning includes a very wide range of services. We meet with our clients as often as necessary during the course of the initial year, depending on the situation, to create and set in motion their financial plans. Holistic Financial Planning is the focus of our practice and includes a wide range of services. We believe that financial decisions cannot be made in a vacuum, and only by consideringa client's whole financial life can one prudently plan for the future.

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