For Immediate Release 

FINANCIAL PLAN AUDITORS.COM AND THE INSTITUTE FOR CERTIFIED INVESTMENT MANAGEMENT CONSULTANTS INTRODUCE JOINT WEB SITE

Richmond, VA – The Institute for Certified Investment Management Consultants (ICIMC) and Financial Plan Auditors.com (www.fplanauditors.com), today announced that they will jointly market a co-branded Web site that enables ICIMC to offer their membership, often the most experienced financial advisors, an innovative way to leverage the power of the Internet for their clients. The joint Web site was launched today and can be reached at www.fplanauditors.com/affiliates/icimc.

Christopher L. Davis, Executive Director of ICIMC said, “We recognize the explosion of the Internet as a communication medium between the financial advisors and their clients. This alliance is a pathway to innovation for our members and is in keeping with our commitment to our members to help them do more business and do it better.”

ICIMC is the national professional organization for the investment consulting industry. Its members include senior financial advisors and allied professionals from nationally recognized Wall Street firms and numerous regional and independent firms across the country. With approximately 1,000 members and growing rapidly, the Institute represents the most senior and accomplished investment consultants within the industry today. 

The joint Web site will allow financial advisors to create a new, or audit an existing, 
financial plan online, using historical market returns to test the probability of a client achieving their stated financial objectives. Explaining the importance of the alliance with ICIMC, David B. Loeper, Chairman and CEO of FinancialPlanAuditors.com, stated, “At FPA we believe that each individual’s financial plan and needs are unique, and no computer program or calculation can solve for the infinite number of unknowns. It is the job of the trusted and experienced financial advisor to guide the client through the myriad of choices and tradeoffs involved in any financial plan. We believe that the membership of ICIMC represents that type of financial advisor.”

Mr. Loeper stated, “Our joint Web site is a perfect way to bring the unique and very relevant services we offer to a premier group of professionals. It is estimated that over three-quarters of investing households are assisted by full-service financial advisors. The live online interaction between investors and their advisors creates an entirely new online experience of being online, but not alone.” 

Based in Richmond, FinancialPlanAuditors.com is a privately-held company formed to develop and market online tools for financial advisors. The company’s tag line, “Where Investors and Advisors meet on the Net©” was designed to address the unique niche the company fills for full-service financial and investment planning firms that wish to benefit from the explosive popularity among investors for moving their financial relationships online. 

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Contact: Shannon Jackson                                            Amy Loeper
 804-343-3608                                                            804-644-4711