Client Services

Online Services - Optional Resources for FPH Clients

The online services listed below are provided to simplify our clients' lives and give them greater financial confidence. Although ease of use is a pre-requisite in screening for new services to offer, we understand that client comfort levels with technology vary.  As such, clients are encouraged to call as often as they need for individual learning assistance.

Planning Calculators

 

 

 

 

 

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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 website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Recommended Websites

Retirement and College Education Planning

Nest Egg Guru

SavingforCollege.com

Useful Consumer Financial Planning Sites

NerdWallet.com (Consumer finance and advice website)

NextAdvisor.com (Independent reviews of credit cards, home security systems, ID theft protection services, and more.)

Bankrate.com (Consumer information on credit cards, mortgage rates, CDs, insurance, and more)

Depositaccounts.com (Useful information on savings accounts, money markets, CDs, savings bonds, credit unions, and more)

AnnualCreditReport.com (Government sponsored site for free annual credit report)

Estate Planning and Elder Law

Nolo.com (Great site for estate planning information)

ElderLawAnswers.com

Miscellaneous

finance.yahoo.com (Historical stock prices)

emma.msrb.org (Municipal bond research and regulatory site - a.k.a. "Emma")

FDIC.gov (FDIC deposit insurance coverage information)

SavingBonds.gov (Treasury Direct website)

RedCross.org (Emergency planning and disaster preparedness)

AskArt.com (Online artwork research and historical auction prices)

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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 website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.