Family Records Organizer CD

July 1, 2007

If you’re like most people, you probably have dozens of financial accounts and records to keep track of, such as retirement accounts, bank accounts, credit cards, investments, debts, loans, and mortgages, as well as trusts, wills and medical information.

T. Rowe Price offers a complimentary Family Records Organizer CD to help you with these organizational challenges. This CD provides you with an easy way to gather in one safe place all your family’s records, including primary contacts. It can also help your loved ones know where to find this information in case of emergency.

You can order your complimentary Family Records Organizer CD at www.troweprice.com/getorganized

Services

Beacon Financial Advisors, LLC, is a financial planning and Registered Investment Advisory firm headquartered in Lee’s Summit, Missouri. The firm offers comprehensive tax and financial planning services to individuals, families and small businesses. Beacon advisors work solely for their clients. Continue reading about our Services

About Us

Kristine McKinley, CFP®, CPA, is the founding principal of Beacon Financial Advisors, LLC, an independent, fee-only financial planning firm located in Lee’s Summit, Missouri. Kristine focuses on providing fee-only financial planning, investment advice, and tax preparation to individuals and families from all income levels. Continue reading About Us

In the News

USA Weekend, July 2010 – Richard Eisenberg interviews Kristine McKinley and other financial planners on how to give your 401(k) a midyear check.

Click here for more In the News