Resources

Resources

  • ShareFile – Send a file to us using our secure web portal
  • Fidelity Investments – Log into your investment account at Fidelity Investments
  • Roth IRA Conversion Calculator – On the Fidelity Investments website, calculate the affects of converting to a Roth IRA
  • AICPA 360 Degrees of Financial Literacy – The American Institute of CPAs offers this site as a free public service to provide financial literacy educational materials and simple financial calculators.
  • Form CRS – We are required by the Securities and Exchange Commission (SEC) to provide a Client Relationship Summary (Form CRS), which provides simple and easy to understand information regarding our relationship to clients