Resources and Links

This page contains links to web resources or articles you may find useful. Please note that we are not endorsing or promoting the products and services sold at some of these sites, but are simply providing organized access to what we deem as useful information.   

It is our philosophy that the best client is a well informed client.   When you, as the client, have had an opportunity to examine and contemplate different perspectives on sound financial management or business management, you will be much better prepared to work with us to achieve the optimum results.  

We have started our resource library with a few key links and articles, but will be adding to the resources over time.   If you have a specific online resource you find useful, please contact us and let us share it with others.   

Feel free to refer our website and resources to your friends and family, as well as business associates.

Our Resources include:

Calculators
Take a moment to “what if” different financial scenarios.   These calculators are designed to provide you with general results based upon certain information provided by you.

Financial Information
Managing your money can be a full time job.   These resources provide valuable information to help you understand what is happening to your money.

Government
Both California and the Federal Government provide many valuable and informative websites.   When you are looking for specific information, please feel free to contact us directly.

News
Keep up with news that may impact you.

Tax Related Websites
Need specific information about taxes?   Then check out these sites to help get the answers online or contact us to help provide the best interpretation for you.