RESOURCES

EQUISTAR FIRM INFORMATION

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• Equistar Fact Sheet

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• Equistar Services and Fee Schedule

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• Jenny Fleming Bio

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• Laura B. Vollrath Bio​​

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• Form CRS – Customer Relationship Summary

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• IRA Rollover Disclosure

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CLIENT ACCESS

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Existing Equistar Wealth Management clients can access investment portfolio and account information through these secure password-protected websites.

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• Charles Schwab – Account Data

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• Client Portal

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• Financial Planning Portal

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CHOOSING AN ADVISOR

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• Cutting Through the Confusion: Where to Turn for Help with Investments

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• Independent Advisor Learning Center​

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• SEC: Questions to Ask About Your Investments…

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INVESTING AND PLANNING

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• In Case of Emergency

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• Financial Literacy for Kids

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• Saving for College

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• Paying for College

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• North American Securities Administrators Association (NASAA)

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• Social Security Retirement Estimator