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Strategic Alliances

NAPFA

National Associaltion of Personal Financial Advisors, NAPFA, as it is known, is the premiere organization for fee-only comprehensive financial planning. We truly are the purists when it comes to professional integrity and dedication to our clients. As members of NAPFA, we are held to the highest standards of disclosure, ethics, continuing education, and professional conduct in our industry.

WWW.NAPFA.ORG

Alliance of Comprehensive Planners

Alliance of Comprehensive Planners is a national alliance of financial advisors dedicated to providing comprehensive financial planning advice to middle America on a fee-only basis. It was Comprehensive Planners that developed the open-ended retainer and the ongoing process of financial planning that we use.

Both NAPFA and ACP provide strong networks for fee-only advisors. Both these organizations provide regular conferences, workshops and study groups for their members to keep abreast of the ever-changing tax laws, securities regulations, and financial planning strategies.

WWW.ACAPLANNERS.ORG

FPA

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. They help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

FPA members commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process.

WWW.FPANET.ORG