Documents & Links

Helpful Documents

Coming soon!

Helpful Links

The following are links to other websites that will provide you with additional information on various topics.

• Financial Planning Association
• National Association of Personal Financial Advisors (NAPFA)
• Paladin Registry – 5 Star Advisor
• Colorado 529 Program
• College Financial Aid
• Bankrate
• General Insurance Quotes
• Term Life Insurance Quotes
• Morningstar
• Zillow.com
• Social Security Home Page
• IRS – Tax Forms and Publications
• Track Your IRS Refund
• Colorado State Tax Forms
• Financial Calculators
• Other Fee Only Financial Planners