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


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Beacon Financial Advisors, LLC, is a fee-only financial planning and Registered Investment Advisory firm headquartered in Lee’s Summit, Missouri and serving the greater Kansas City area.

The firm offers comprehensive financial planning services. Beacon advisors work solely for their clients. Click here to learn more 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 and serving the greater Kansas City area.

Kristine focuses on providing fee-only financial planning, investment advice, and tax preparation to individuals and families from all income levels.  About Us

In the News

Investment News – Kristine McKinley discusses the 0% Social Security COLA (for 2016) in No Social Security cost-of-living adjustment in 2016.

Kiplinger Magazine/NAPFA – Kristine McKinley answered reader’s tax questions during the 2013 Jump Start Your Retirement Plan Days sponsored by Kiplinger magazine and the NAPFA Consumer Education Foundation.