financial planning, life insurance, san antonio

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Check current account balances and view other information about current investments

financial planning, life insurance, san antonio

Check current account balances and view other information about current investments

Financial Planning Software

Jim Oliver & Associates, P.C.
Tax Organizer
Secure Document Client Portal
QuickBooks for Clients

IRS & Tax info
IRS Web Site
Annual Contribution Limits

Social Security & Medicare
Investments & Currency
Currency Converter - XE
Historical Securities Prices - MarketWatch
U.S. Savings Bonds Online

Insurance Quotes (Instant & Online)
Term Life Insurance - IntelliQuote
Term Life Insurance - QuickQuote
Disability Insurance - Instant Disability Insurance Quote
Immediate Annuity – Vanguard Lifetime Income Program ®
Long Term Care - Long-Term Care Quote

Insurance Information
Texas Department of Insurance
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       Agent Lookup
Texas Health Insurance Risk Pool – (for the un-insurable)

FAFSA On The Web - U.S. Department of Education

Homeowner Sites
Check Home Value – RealEstate.com
Check Home Value – Zillow.com
Bexar County Appraisal District
Texas Appraisal Districts

Industry Resources and Information
CERTIFIED FINANCIAL PLANNER TM or CFP ®
Maintained by the Certified Financial Planner Board of Standards, Inc.

Financial Planning Association
Financial Planning Association of San Antonio & South Texas

National Association of Estate Planners & Councils
San Antonio Estate Planning Council

Securities Regulation
US Securities and Exchange Commission
SEC – Registered Investment Advisor Search
Financial Industry Regulatory Authority (FINRA)
FINRA BrokerCheck ®

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AnnualCreditReport.com - Free Annual Credit Reports
Credit Karma - Free Credit Score

Business Credit Reports
Business Credit Reports and Credit Applications

Section 1031 Exchanges
Tax Deferred Exchange

Wage and Hour Laws
State of Texas
www.window.state.tx.us/up/ - Unclaimed property in Texas
www.window.state.tx.us - Texas Comptroller of Public Accounts
www.sos.state.tx.us -Texas Secretary of the State
www.twc.state.tx.us - Texas Workforce Commission
www.trs.state.tx.us – Texas Teacher Retirement System

San Antonio Info
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San Antonio Business Journal
TransGuide Current Traffic Conditions Map

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Financial Planning & Wealth Management
A link to our listing on Thumbtack.com.