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fi360 - Accredited Investment Fiduciary licensing organization

fi360 - AIF Code of Ethics

fi360 - AIF Prudent Practices

fi360 - The Benefits of Choosing an Accredited Investment Fiduciary

 

 

 

 

 Certified Financial Planner Board of Standards

CFP Board - Case for the Regulation of Financial Planners

CFP Board - CFP Code of Ethics and Professional Responsibility

CFP Board - Financial Planning Resources, Publications

CFP Board - Financial Self-Defense

CFP Board - Let’ts Make a Plan

CFP Board - Lifelong Financial Strategies

CFP Board - Read the Latest eNewsletter

CFP Board - Resources for Seniors

CFP Board - RIA Stands For You

CFP Board - Steps to Financial Confidence

CFP Board - The New Financial Realities

CFP Board - Verify a CFP® Professional

CFP Board - Working with a Financial Planner


 

Grossman Financial Management

Now Available on Amazon.com ... Personal Financial Planning - By the Numbers:  User Manual to the Personal Financial Calculating Program™

    

     Click the book icon to go to Amazon.com.      

 

     To download the free software, click here.

 

 

 

Consumer Federation of America

CFA - Financial Education

CFA - Investment Professionals

Consumer Financial Protection Bureau

CFPB - Consumer Advisory: 3 Things To Keep Your Retirement Plan On Track

CFPB - Financial protection for older Americans

CFPB - Information for service members

CFPB - Managing Someone Else’s Money

CFPB - Mortgage Help

CFPB - Paying for College

CFPB - Students and young Americans

 Social Security Administration

SSA - Benefits Planner: Your Future Benefits

SSA - Disability Facts

SSA - Government Pension Offset

SSA - Life Expectancy Calculator

SSA - My Social Security

SSA – Quick Calculator

SSA - Request for Social Security Statement

SSA - Retirement Age Calculator

SSA - Retirement Estimator

SSA - Retirement Planner: Benefits for You as a Spouse

SSA - Social Security Survivors Benefits

SSA - Windfall Elimination Provision

 California Department of Business Oversight

CDBO - Broker-Dealer and SEC Investment Advisers: Laws & Rules

CDBO - Check out your Investment Adviser!

 Securities & Exchange Commission

SEC - 529 College Savings Plan Expense Calculator

SEC - Ballpark Estimate Retirement Calculator

SEC - Check Out Brokers and Investment Advisers

SEC - College Savings Calculator

SEC - Library of Congress Report: Behavioral Patterns of U.S. Investors

SEC - Loan Calculator

SEC - Mutual Fund Breakpoint Search Tool

SEC - Mutual Fund Cost Calculators

SEC - Other Investor Education Sites

SEC - Risk Meter

SEC - Savings Calculator

SEC - Scam Meter

SEC - Social Security Retirement Planner

SEC - Tax-Free vs. Taxable Yield Comparison Calculator

Financial Industry Regulatory Authority (FINRA)

FINRA - Advanced Investing

FINRA - BrokerCheck

FINRA - Choosing Investments—Overview

FINRA - Investor Alerts

FINRA - Retirement Investing

FINRA - Smart Investing

FINRA - Smart Investing, Getting Started

FINRA - Tools & Calculators

FINRA - What You Need to Know About Mutual Fund Fees

Department of Labor

DOL - Compliance Assistance

DOL - Consumer Information on Retirement Plans

DOL - Employee Benefits Security Administration

DOL - Fiduciary Education Campaign

DOL - How to Tell Whether Your Adviser is Working in Your Best Interest: A Fiduciary Guide for Individual Consumers

DOL - Lifetime Income Calculator

DOL - Are Your Retirement Savings at Risk?

DOL - Retirement Savings Toolkit

DOL - Saving Matters, For Employees

DOL - Saving Matters, For Employers

DOL - Understanding Your Retirement Plan Fees

DOL - What You Should Know About Your Retirement Plan

 

 

 


 

Grossman Financial Management
560 First Street, Suite B-203  
Benicia,  CA 94510
Tel: (707)
745-8756   Fax: (707) 745-8723
E-mail: 
info@grossmanfinancial.com


DISCLAIMER: The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.  Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.  Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.  No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.  Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.  This web-site is for informational purposes only, and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services, except in the state of California, where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers, shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked web-site.