Client Support Forms and Documents

Documentation

• Download our Personal Fact Finder

Weekly Planning Pointers Archive

Websites

• CFP Board of Standards
• The Financial Planning Association
• Social Security Administration
• Internal Revenue Service
• Links to Additional Websites of Interest

Financial Calculators

• Freedman Financial Calculators
• Calculate your Estimated Social Security Benefits
• Calculate the value of your Savings Bonds

You may also find these sites and tools helpful:

Research Publications

• Subscribe to receive LPL Publications

Resource Library/Links

• Navigating Your Financial Waters
• The ABC's of College Funding and Financial Aid
• Our Retirement Resources Booklet
• Fox 25 News Interview (watch this video)
• Freedman Financial "Together" Commercial (watch this video)
• CNN/Larry King Live Commercial (watch this video)
• Glossary of Financial Terms
• Financial Planning Resource Library
• Factors to Consider When Retiring
• Preparing for Emergencies

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.