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Personal Financial Planning
www.lifehappens.org Insurance information:
Disability, Life and Long-Term Care
www.ameritasdirect.com Term life insurance quotes, universal
life and annuity info.
www.immediateannuities.com Immediate annuity quotes
www.insure.com Insurance quotes
www.greatercincinnatifdn.org Greater Cincinnati Foundation:
Donor Advised Funds
www.savingforcollege.com College 529 Savings Plans
www.collegeadvantage.com Ohio 529 Plan
Investments
www.dfaus.com Dimensional Fund Advisors
www.ishares.com Exchange Traded Funds
www.indexfunds.com Index Fund Investment Information
Industry Associations
www.napfa.org National Association of Personal
Financial Advisors
www.fpaforfinancialplanning.org Financial Planning Association
www.cfp.net Certified Financial Planner Board of
Standards, Inc.
www.focusonfiduciary.com Fiduciary Standard for personal
financial advisors
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This website page offers direct access or 'links' to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Berno Financial Management, Inc.
Berno Financial Management, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there.
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