Links

Client Login

• Morningstar Client Web Portal
• TD Ameritrade Login

Partners

• Canandaigua National Bank & Trust
• Dimensional Fund Advisors
• Estate Planning Council of Birmingham
• Fama French Economic Forum
• Fee Only Planning Professionals
• Focus on Fiduciary
• National Association of Personal Financial Advisors
• TIAA CREF
• The Welch Group

Press

• Business Week: Mississippi Gambler, Spring 2007
• New York Times: For the Recently Widowed, Some Big Financial Pitfalls to Avoid, September 2011
• Portico: To Give is to Receive, November 2006 (pdf)
• USA Today: Stock losses take heavy toll on retirement savings,
  October 2008

Timberchase Financial Resources

• Listen to the Focus on Fiduciary Interview (mp3)
• Menu of Presentations (pdf)
• Pursuit of a Financial Advisor Field-Guide (pdf)
• What Do I Do Now? A Guide for Widows (pdf)