Outside Resources

Over the years we have found that many clients want to learn more about particular areas in the financial planning and investment process and have asked us what resources are available. Below we have listed book titles and websites that we have found particularly useful for further education.

We would encourage you to explore these resources and then ask any further questions you may have to your relationship manager.

Education Funding

College Financial Aid Free guide to financial aid information
Saving for college - 529 Plans Learn how to pay for college

Elder Care

Benefits Check-up List of benefit programs for seniors with limited resources
Department of Health Eldercare Info Agencies that can help with eldercare issues

Insurance

Insurance Information Institute Learn about how insurance works

Investments

Securities & Exchange Commission Source for securities regulations & adviser check
LPL Financial Services Visit one of the clearing firms that holds client assets for Vantage
Morningstar Access independent investment research information

Personal Finance

Annual Credit Report Receive free credit report from Equifax, Experian & TransUnion
Better Business Bureau Check on business reliability & consumer fraud
Charity Navigator Evaluate the financial health of over 5400 charities
Comparison Shopping Free unbiased information on millions of products
Financial Planning Association (FPA) Leadership and advocacy organization for financial planners
Kelley Blue Book Determine the fair market price of your car
CFP Board Certified Financial Planner requirements & code of ethics
Bankrate Up to date interest rate information
Zillow Find out how much your home is worth

Retirement

Medicare Information about medicare insurance
Social Security Administration Social security facts & forms

Taxes

Internal Revenue Service Forms & information about federal taxes

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Arlington Hts., IL 60005
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(847) 590-9191
Fax (847) 590-9009