We believe that knowledge is a key part of managing your financial life. We hope the following resources will help you manage your finances and keep you informed about planning issues you may face.
- Client TD Ameritrade Account Access: Access to your accounts at TD Ameritrade.
Choosing the Right Advisor
Questions to ask when interviewing and selecting a financial advisor. Download now
Your Personal Financial Scorecard
Determine how confident you are in your current financial situation. Download the scorecard
See how your advisor compares to Berno Financial Management. Download the Advisor Checklist
A Different Way to Invest
This presentation discusses why you should invest, how many people invest and the dimensional difference. Download the Presentation
CFP Board’s “Let’s Make a Plan” TV Public Awareness Campaign
Your finances can’t manage themselves, but that doesn’t mean they won’t try. Bring all your finances together with the help of the one person who can—a CERTIFIED FINANCIAL PLANNER™ professional. CFP®—Let’s make a plan.