Wealth Strategies works under the guidance of a number of state and federal entities, holds certain credentials and qualifications and utilizes the resources of some of America’s most trusted third parties, such as Morningstar. The list below outlines many of these entities and resources used by Wealth Strategies on a daily basis.

US Securities and Exchange Commission                                          www.sec.gov

Certified Financial Planner Board of Standards Inc.                             www.cfp.net

Morningstar                                                                              www.morningstar.com

TD Ameritrade                                                                         www.tdameritrade.com

Financial Questionnaire