Investor Resources

Active Investment Resources

Let’s forge a new path to financial freedom, together.

The NEW 3rd Edition of the Liberated Investor Guidebook

These are the EXACT same insights known by the wealthiest Americans who have freed themselves from Wall Street’s model and become liberated investors.

Download the guidebook here!

Perfect Day Connect

PerfectDay Connect™

Liberate your life, relationships, and business in just 21-days with the PerfectDay Connect e-course.

Check out the Course

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Free Consultation with Cokie

Make a one-on-one connection with the leader behind the Liberated Investor movement. 20 consults available to Liberated Investor Guidebook downloaders–will you be 1-in-20? Grab your Guidebook and your consult today!

Click here to request a 15-minute consultation

FINRA

FINRA

Research brokers, brokerage firms, investment adviser representatives and investment adviser firms.

Advisor Background Check

NAPFA

NAPFA  

The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors.

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CFP Board

CFP Board  

Benefiting the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent, ethical financial planning.

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NAAIM

NAAIM  

A non-profit association of registered investment advisors who provide active money management services to their clients

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Free Morningstar™ Fee Analysis

Free Morningstar™
Fee Analysis

Our free Morningstar™ Fee Analysis will help you better understand whether or not you’re paying too much for your investments.

Request a Free Fee Analysis

Background

The Liberated Investor Guidebook

The Liberated Investor

Whether you choose Alphavest or not—Our founder and author of The Liberated Investor Guidebook feels that you should have the right to know.

The Liberated Investor Guidebook will provide you with practical advice and recommendations to help you understand the game and play it better.

In this guide, you’ll learn how to:

  • Lower the fees you’re paying
  • Be active and responsive with your investing instead of passive or reactionary
  • Respond to the market instead of sitting on the sidelines
  • Reduce the conflicts of interest between you and your broker
  • Make sure your advisor has your best interests at heart

Estimated reading time: 20 minutes