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Following are some useful planning tools and resources. We look forward to working with you to create your preferred Financial future! VIDEO LINKS TED Talks: Shlomo Benartzi "Saving for tomorrow, tomorrow" LINKS At Financial Focus, we have adapted the tools and techniques of Financial Life Planning as provided by Money Quotient. After careful and lengthy analysis. we have selected Loring Ward Advisor Services to provide our clients with integrated wealth management solutions. Loring Ward is a leader in asset management services and is a diversified, full-service organization.
Dimensional Fund Advisors applies academic research to the practical world of investing. Its objective is to help clients structure globally diversified portfolios and to add value through engineering and trading.
The Financial Planning Association is the membership organization for the Financial planning community. Both Michael F. Kay and Metro J. Duda are members as well as Certified Financial Planners (CFP(TM)).
The Social Security Administration website contains a great deal of information regarding your Social Security benefits.
Don't be scared of the Internal Revenue Service (IRS). They are here to help you by fulfilling their mission: To provide America's taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all.
AdvisorTeam is the official online provider of the Temperament Sorter II(TM) and related products and services for organizational, career and personal development. At Financial Focus, we believe that sensible money management and successful Financial planning begins with self-education and Financial "literacy." Here are some book titles, selected by Financial Focus President Michael Kay, that can help you begin the journey on the road to your preferred Financial future. Basic Financial Information: Investing: Retirement: Other: |
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