Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

CFP website- How to Choose a Financial Planner

IRS website- Learn all you want about tax law.

DST Vision - View your consolidated statements. Clients do need an account to access this. 

Social Security Administration- Find answers to your Social Security questions

WTP Form CRS - the new disclosure form per 2020 legislation 

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.