Phone: 702.987.1607
How To Choose A Financial Advisor Questionnaire Download » Finding, interviewing and choosing a financial advisor is a difficult task. Here’s a great interview questionnaire that explains what to look for.
Nov 08 2012Statements Checklist Download » This is a list of statements you may find helpful to organize your paperwork for our financial planning meeting.
Nov 08 2012Retirement Workbook Download » Download the workbook to start building your dream retirement! Bring it with you to your planning meeting and we’ll be well on the way to creating a brilliant financial plan for retirement.
Nov 08 2012Dimensional Fund Advisors (DFA Funds) Client Presentation in powerpoint. Markets work, risk and return are related, diversification is key and investment portfolio structure determines performance.
Aug 31 2011How your financial advisor is paid directly affects their relationship with you. Learn more about how financial advisors are compensated.
Aug 31 2011Questionnaire you’re advisor takes to show how they’re compensated, specific fees, and their fiduciary responsibility to their clients.
Aug 31 2011NAPFA questionnaire helping consumers understand truly comprehensive financial planning. Encompasses the fiduciary oath, compensation, and regulatory compliance.
Aug 31 2011REDROCK WEALTH MANAGEMENT’s Retirement Architect Program outline is a sample of the process we go through with clients to help them gauge and plan their retirement finances.
Aug 31 2011A personal budget gathering form which includes family and insurance expenses, taxes, income, and home and vehicle expenses.
Aug 31 2011A short data gathering form for a young client which includes the age you wish to retire, your living expenses at retirement, and miscellaneous personal information.
Aug 31 2011Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013Stock Trading IS a Loser’s Game! I can’t think of one single article Weston has ever wri…
Feb 21 2013What are SEP plans? A simplified employee pension, more commonly known as a SEP plan, is an employer…
Feb 12 2013
