Financial Planning for Consumers

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Dollar Stretcher
Information on individual debt management and financial planning.

 
FinPortfolio
Provider of a personalized and interactive suite of financial planning and investment analysis tools.

 
Financial Engines, Inc.
Provider of online investment advisor services. Services are provided to multiple industries. This company was capitalized by private investment and venture capital.

 
IHateFinancialPlanning.com
Portal that offers financial planning advice and calculators for individuals.

 
Moneycentral Home Page
Microsoft Network's financial planning and investing service.

 
Debt Free.org: Money Management
Offers money management, financial planning, debt consolidation and budgeting advice.

 
Financial Finesse
Provider of unbiased investment and financial planning education.

 
NETirement.com
Provider of online investment and retirement calculators.

 
MyCitiTrade.com: Financial Planning
Financial planning strategies and tools from Citigroup's online brokerage.

 
Accutrade
Asset allocation worksheet provided by Accutrade.

 
Worldly Information Network, Inc.
Provider of Internet investment information services and Internet data aggregation services. Services are provided to the financial industry. This company was capitalized by private investment.

 
Corinthian Partners: Financial Planning
Provides a number of financial planning, investment instruments, asset management, and securities brokerage services, including hedge funds and M & A.

 
Gears
Provider of stock portfolio construction advice, tracking and recommendations.

 
Financeware.Com, Inc.
Provider of online financial planning and general financial services. Services are provided to multiple industries. This company was capitalized by venture capital.

 
The Hartwood Group, LLC: Financial Planning
412(i) provider, specializing in innovative strategies for asset protection, capital appreciation, tax reduction, and estate planning.

 
GainsKeeper.com, Inc.
Provider and developer of GainsTracker(tm), Internet-based stock portfolio tracking software and services. Provider of financial data aggregation news services through the company web site. Products are sold to the financial industry. This co.

 
Northern Trust Wealth Management
Focuses on the unique investment, custody and financing needs of wealthy families.

 
WrapManager: Financial Planning
Provides customized asset allocation and other money management services to investors worldwide. $500K minimum and free proposal with sign up.

 
mPower
Internet-based investment advisory service that was founded to help individual investors manage their 401(k) investments wisely.

 
Vanguard Group Education Center
Education for individual investment and financial planning through a 10-module course.

 
Fidelity.com
Fidelity Investment's online brokerage and financial planning platform.

 
Rothira.com
Technical and planning information on Roth IRAs to practitioners and consumers.

 
SellSignal
Provider of sell signals that combine portfolio position with money management levels, tax implications and cash holding proportions.

 
SmartLeaf
Fully automated, professional advisory service seeking to help long-term investors manage their equity portfolios.

 
Bloomberg Wealth Manager
Portal for news, articles and tools for the individual investor.

 
Fisher Investments: Financial Planning
Money managers providing wealth management strategies for affluent investors. Get their exclusive Stock Market Outlook free.

 
Acadient: Online Review Course for CFP® Certification
Offers the Keir online CFP certification examination review program. Basic, executive, and elite packages, online/offline materials, and help line.

 
FinanCenter.com
Publishes research on rates, fees, features, and customer satisfaction levels for financial products and services online. Top source for Web calculators that compute borrowing, investing, and spending options for consumers.

 
Ross Vitale Financial Group: Financial Planning
Offers financial planning and consulting services including debt reduction, tax strategies, and asset protection.

 
RiskGrades
Open and transparent benchmark to measure the risk of the world's financial assets. Allows for a comparison of investment risk across all asset classes, regions and currencies.

 
OnMoney.com
Portal for individual financial planning.

 
Project Money Smart
Produced by the Chicago Federal Reserve Bank, this site helps individuals with financial planning.

 
ICMA Retirement Corp
Retirement planning and account access for public employees.

 
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