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Resources
Our Certifications
National Association of Personal Financial Advisors (NAPFA) promotes client-centered comprehensive financial planning. NAPFA-Registered Financial Advisors maintain the highest standards of proficiency in the industry.
Certified Financial Planner Board of Standards, Inc.’s mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
As fee-only financial planners Alliance of Cambridge Advisors members take a holistic approach which focuses on the major financial concerns of each client and how those issues interrelate.
Financial Account Log-Ins
Your Schwab Account
Your Schwab Charitable Fund Account
Your T.D. Ameritrade Account
Your TIAA Cref Account
Your Fidelity Account
College Saving Plans
The Michigan Education Savings Program (MESP) is offered by the State of Michigan. Kiplinger chose the Michigan Education Savings Program as one of the "Top 529 Plans in the Nation"
The money you earn from your everyday spending with Upromise partners goes directly into your Upromise account. You can choose to invest your earnings in a high-yield savings account or tax-deferred 529 plan; use it to pay down a student loan; or request a check that can be used for college or other expenses.
Where’s my Tax Refund?
Get your Federal Tax Refund Status
Get your State of Michigan Tax Refund Status
Government Information
Social Security Administration
US Small Business Administration
Vehicle Values - expert reviews and advice to help you make an informed decision BEFORE you buy.
Recommended Media & Literature
Northern Financial Advisors provides these books complimentary to our clients. If you are a client and would like a copy please ask your advisor at your next meeting.
Our Charitable Goods Donation Tracker is a quick and easy way to document charitable donations without using a computer. The benefits of tracking your donations will add up quickly!
Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction
Bert Whitehead's authoritative handbook addressing issues such as: your money personality, symptoms of financial dysfunction, how to use tax efficiency to supercharge your portfolio, and much more!
Goal Setting Exercise
Click Here for the Goal Setting Exercise - Make sure you are logged in with the user name and password that was provided to you in your email instructions.
