Documents and Suggested Reading
Documents Available for Download
- Confidential Questionnaire
- Disclosure Brochure (also known as an ADV Part 2)
- Questions to ask an Advisor
Consider reading these books on various topics to increase your financial understanding. We strongly encourage you to learn more about money and personal finance. Click the book title to be directed to Amazon.
The Random Walk Guide To Investing by Burton Malkiel
This book is basic and covers all the essentials that anyone that is investing should know. It is a digestable version of the 1973 classic “A Random Walk Down Wall Street”.
The Intelligent Investor by Benjamin Graham
Conscious Finance by Rick Kahler and Kathleen Fox
This book helps readers understand that financial decisions are governed, not by logic and facts, but by our emotions and beliefs about money. It provides solid, practical tools for understanding and reshaping the unconscious assumptions that keep us stuck.
The Richest Man in Babylon by George S. Clason
This book holds the secrets to acquiring money, keeping money, and allowing money to earn more money. It is set in the days of Babylon, the wealthiest city in the world and offers an understanding and a solution to personal financial problems.
How to Get Out of Debt, Stay Out of Debt and Live Prosperously by Jerrold Mundis
If you find yourself in significant debt, this is the book to read.
All Your Worth by Elizabeth Warren and Amelia Warren Tyagi
This book should be required reading for everyone. It provides information on how to develop a balanced approach to money and life; your “must haves”, your “wants” and “savings”.
The New Retirementality by Mitch Anthony
Retirement is much more that an economic change in life. The key to success is transitioning from full-time work to a life that includes things that are meaningful to you.
Making The Most of Your Money Now by Jane Bryant Quinn
It is an amazing reference or owner’s manual about all financial issues we face. The author leads you through the pros and cons of every decision, to help you make the choice that will suit you best. This is truly a resource that everyone should have in their library.
Your Money Or Your Life by Joe Dominguez & Vicki Robin
There is a big difference between making money and making a life. Resolve inner conflicts between values and lifestyles, convert problems into opportunities to learn new skills and attain a wholeness of livelihood and lifestyle.