Sommers Financial Management

Useful Information

	Log in to your account — TD Ameritrade Institutional Check on your account balance at our Preferred Custodial Brokerage.

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	Yahoo! Finance Individual stock and mutual fund research

	CEF Connect Information about closed-end funds

	Stock Charts Technical analysis — go to Chart School!

	Chicago Board Options Exchange Options information (puts and calls)

	Internal Revenue Service Tax information and planning


	Edelman Financial Sommers Financial Management has partnered with Ric Edelman and a team of academics to offer a customized investment program. The Edelman Managed Asset Program® is a revolutionary, state-of-the-art investment solution for today's investors. EMAP's dynamic, versatile framework provides each client with a carefully constructed and individually selected portfolio that is both highly diversified and tailored to meet your individual investment needs.

	Scottrade Advisor Services As of 2009, SFM has an alternate custodian to TD Ameritrade. For those who like the idea of $7 equity and ETF trades, Scottrade can custody most basic accounts. SFM appreciates the personalized service offered by a designated account manager, and is happy to offer the Scottrade custodial platform to our clients.

	South Columbia County Chamber of Commerce A membership organization of businesses in south Columbia County, Oregon.

	WhereExactly.com A directory of local businesses in Columbia County that works in conjunction with the Chamber of Commerce