Resources

Resources

We are happy to offer a wide variety of resources in addition to our financial services. Check out the great information made available to us from our partners at Stratifi, Schwab, and Money Guide Pro as well as educational sites to assist you on your financial journey.

If you need to access the Share File Login, click HERE

Charles Schwab

Review Your Schwab Accounts

Money Guide Pro

Review or Begin Your Financial Plan

LifeSite

Locate, Organize, and Share Your Important Information

FPA Planner Search

Create Your Financial Future

CFP Board

The Standard of Excellence in Financial Planning

Stratifi

Review Your Risk Tolerance

NAPFA

The National Association of Personal Financial Advisors

IRS

Internal Revenue Service

Social Security Administration

Social Security Help

Request an appointment

Meetings will take place in the AAM Office located in Grandville, MI Unless other arrangements are made.

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