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Resources

The Garrett Planning Network, INC

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A nationwide network of professional Fee-Only financial advisors dedicated to serving people from all walks of life on an hours, as-needed basis, founded by Sheryl Garrett, CFP®, author of “Just Give Me the Answer$” and one of the Top 25 Most Influential People in Financial Planning.

 

Certified Financial Planner (CFP) Board of Standards

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Information about Certified Financial Planner (CFP) licensees and the financial planning profession, including what it takes to become a CFP and tip on how to select a financial advisor.

 

Financial Planning Association (FPA)

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The Financial Planning Association is the membership organization for the financial planning community.  Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process.  The website provides a search engine for CFP practitioners in your area.

 

Social Security Administration

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News and how-to information on tax withholding, obtaining a replacement card or Statement of Earnings and Benefits, etc.

 

Medicare

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 Learn about eligibility and benefits, billing, compare heath-care options, download Medicare forms, and locate participating providers by geographic area.

 

Internal Revenue Service

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 Tax forms, publication and information

 

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We offer a complimentary 45 minute “Get Acquainted” meeting. 

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