Links & Resources
- The Certified Financial Planner Board of Standards grants the CFP® marks and is the professional regulatory organization for Certified Financial Planners.
- Dimensional Fund Advisors is the leader in providing diversified asset class mutual funds which are exclusively available to institutions and approved investment advisors such as LWPM.
- This is the official website of the Social Security Administration where you can easily estimate your expected social security payment at the age you choose to retire.
- This is the official website of the IRS where you can find any tax forms and publications you may need as well as information on the latest revisions to tax laws.
- This is the largest membership association for Certified Financial Planners. The FPA® provides resources and education for the financial planning community as well as the general public.
- The National Association for Personal Financial Advisors is the premier organization for fee-only advisors and grants membership only to those who meet stringent educational, experience and ethical standards.
- This is a resource that educates consumers on how to choose a financial advisor who will put the client's interests first.
- Is one of the discount brokerage companies that LWPM recommends to custody client assets. The website provides information on the discount brokerage services offered at TD Ameritrade as well as financial markets commentary, information and analysis.
- This is the official website of the Securities and Exchange Commission where you can obtain investor information and perform due diligence on SEC registered advisors.
- Is another well-known discount brokerage company that LWPM recommends to custody client assets. The website provides information on the discount brokerage services offered at Fidelity as well as financial markets commentary, information and analysis.
- For nearly 90 years, TIAA-CREF has been helping those in the academic, medical, cultural and research fields with retirement products. LWPM recommends TIAA-CREF for qualified clients to custody a portion of their eligible retirement portfolio. The website provides more information on their specific retirement solutions.