Resources

	RIA stands for you.
	SEC Registration - Form ADV
	The Financial Planning Association's Website
	The National Association of Personal Financial Advisors
	The Internal Revenue Service
	The Social Security Administration's Website

FAQs

• What if I have never had to deal with finances and don't even know where to begin?


• How do I begin?


• What is a good age to start planning for retirement?


• Why should I choose an independent advisory firm instead of a large financial institution?


• As a client, would I be able to view my accounts on-line?