Check the background of this financial professional on FINRA's BrokerCheck.

Web Resources

  •  Best web site for general financial information. Reams of data on stocks, bonds, currencies, options, mutual funds, and many well researched investing articles.  Go here first!
  • American Association of Individual Investors (AAI) - Monthly Magazine
  • The Vanguard Group –This site has many good market resources and provides excellent online educational information on a variety of investment subjects through its online Vanguard University section
  • Investment Company Institute - Understanding Mutual Fund Breakpoints
  •  Social Security Benefits estimates and retirement planning needs.
  • Comprehensive online resource directory on benefits and programs for the aging, with links to state agencies.
  •  Office of Personal Management web site provides up-to-date information on Federal Benefit Programs.  Currently has info and a premium calculator for long term care insurance coverage.
  •  Provides vacancy and quality ratings for 46,000 nursing homes and other healthcare facilities.  A very good resource site.
  • The best general resource web site for retirement living information.  Contains comprehensive state tax info, many useful web site links for other seniors and families, and offers a free online newsletter for specific and general senior info.
  • Allows you to download a copy of the Five Wishes Living Will.  Provides other helpful info on estate planning.
  •  Do-it-yourself site for stock pickers.  Excellent stock screening tools, fundamental data, market reports, and investing articles.
  •   Enhanced version of Forbes stock columns also includes financial calculators, mutual fund screens, and quotes and info sheets on the securities of 9,000 companies.  Excellent site.
  • A very good general retirement and financial information site offers practical and useful articles, calculators, and research.
  • Many easy-to-use investing resources.  The bond information is especially useful.  It has a good mutual fund screening program and many articles written on a wide variety of investing topics.
  •  Features interactive investing research resources.
  •  Contains research information on over 4,000 small cap stocks and in-depth research on 270 of them.  NOTE: Some companies have paid for the privilege of being listed and reviewed on this web site


3605 Twilight Ct.,
Oakton, VA  22124

Phone: 703.716.1233
Fax: 703.620.3992
NAPFA Code of Ethics | Terms and Conditions | Privacy Policy | Directions

Copyright 2017©

Check the background of this financial professional on FINRA's BrokerCheck.