Press

O'Leary helps Seattle Times Financial Makeover Family

Dan O'Leary provided financial planning consultation and assistance to the Purcell family who was selected by the Seattle Times for a Financial Makeover. Read the article: http://seattletimes.nwsource.com/html/businesstechnology/2009584299_pfmakeover02.html

IRI Selected Wealth Manager Leader

Investor Resources, Inc. Selected as One of The Leading Wealth Managers of the Northwest United States & Hawaii

Port Orchard, WA April 24, 2009: Investor Resources, Inc., a leading provider of investment and retirement planning services, today announced that it has been selected by Goldline Research as one of leading Wealth Managers of the Northwest United States & Hawaii for 2009. The results of Goldline Research’s extensive evaluation will be published in the May 11th issue of Forbes.

“In the aftermath of the most difficult market since 1933, we are deeply appreciative of our clients continued confidence in our services and the personal direction we have been able to deliver for them. The additional planning and economic insights have helped our clients weather the current storm,” said Don Creech, President of Investor Resources, Inc.

“Those selected provide extensive client service that exceeds the industry standard,” said George Shaeffer, Analyst, Goldline Research. “We believe that they are setting the benchmarks for the industry as a whole.”

Goldline Research completed its annual evaluation of wealth managers of the Pacific Northwest and Hawaii in Spring 2009. During the research process, Goldline identified more than 675 Registered Investment Advisors and 2,000 Certified Financial Planners®.

About Investor Resources, Inc.

Investor Resources, Inc. operates as a fee-only investment and wealth management firm recognizing its fiduciary duty in each client engagement. We have close contact with our clients and have processes focused on identifying the unique situation of each client. The combination of clarity planning and critical factors analysis provides results that each client is able to understand and appreciate.

About Goldline Research

Goldline Research (www.goldlineresearch.com) is an independent market research firm that specializes in evaluating professional services providers to help consumers identify and select leading services firms. Goldline Research’s proprietary research process includes market analysis, individual company interviews and, in many industries, interviews with consumers of those services to gain feedback on market conditions and provider service levels. Goldline Research’s lists have been published in leading publications including local, regional and national magazines.

Most Dependable Wealth Managers of NW & Hawaii

PRESS RELEASE:
INVESTOR RESOURCES, INC.:
Selected as One of The 10 Most Dependable™ Wealth Managers of the Northwest & Hawaii.

PORT ORCHARD, WA: April 11, 2008: Investor Resources, Inc. has been selected by Goldline Research as one of the 10 Most Dependable™ Wealth Managers of the Northwest & Hawaii. The list of the 10 Most Dependable Wealth Managers of the Northwest & Hawaii was published in the March 24th issue of Forbes Magazine.

"Investor Resources, Inc. has been recognized in one or more national publications for the last eight years. The entire staff at Investor Resources celebrates the recognition in Forbes magazine," said Don Creech, President.

“We are pleased to have Investor Resources, Inc. on this list” said Ryan Kluft, Publisher of Goldline Research. He also said, “They exceeded all of our industry criteria and had outstanding client references.” Over 600 Wealth Managers were contacted regarding the list and the response was overwhelming.

“Our recognition is due to the kind words of our clients who have validated the value of our services. IRI has been committed to delivering creative solutions for retirement and wealth management in a fee-for-service relationship since 1990. Currently, IRI’s financial GPS process provides both direction and peace of mind for clients in or nearing retirement. With offices and staff in Port Orchard and Bellevue, we provide services to the greater Puget Sound area. Free resources, videos and podcasts are available on-line at www.InvestorResourcesInc.com,” said Don Creech, President.

Goldline Research is a list research and publishing company specializing in investigating the credibility and performance of companies in a variety of professional services industries for selective inclusion in their published The Most Dependable™ lists. Goldline Research works closely with leading professionals in professional services industries to develop criterion for each industry, which forms the basis for its selection process. Goldline Research’s lists have appeared nationwide for over 4 years in a wide variety of print publications such as Southwest Airlines SPIRIT Magazine, Texas Monthly, San Diego Magazine, United Hemispheres Magazine, Delta Sky Magazine, Forbes, Fortune, LA Magazine and Phoenix Magazine. In order to be selected to a Most Dependable™ list, firms must meet all of Goldline Research’s industry criteria, have no consumer complaints, lawsuits or disciplinary actions and provide client references that are checked and scored based on a proprietary scoring system.

Dan O'Leary Jr CFP Joins Firm

3-8-2008

Local wealth management firm adds staff

Investor Resources Among America’s Top Advisors

Investor Resources, Inc., has earned a coveted spot in the Wealth Manager Magazine’s™ annual ranking of America’s top wealth managers for the sixth consecutive year. The accomplishment is highlighted in the magazine’s July/August issue. Investor Resources, Inc. is one of only eight firms in Washington State to receive this recognition.

The president and owner of Investor Resources is Don Creech, a Certified Financial Planner™ and ACCREDITED INVESTMENT FIDUCIARY™. Mr. Creech established the firm in 1990. Investor Resources provides financial planning and investment advice on a fee only basis. As an independent financial advisor registered with the Securities Exchange Commission, Investor Resources, Inc. is not affiliated with any investment, brokerage or insurance company.

Loyalty and accountability belongs solely to the clients who retain the firm for its services. The firm services clients in Kitsap, Pierce and King Counties and is responsible for overseeing approximately $80 million of portfolio assets.

Mr. Creech lives in Manchester and has worked in the local community since moving to Port Orchard in 1978. Investor Resources, Inc. is headquartered at 691 Bethel Avenue in Port Orchard with a branch office in Bellevue. He can be reached at 360-895-9119 or 800-317-9119. You can obtain more information by using free resources available on the web at: www.investorresourcesinc.com.

The article may be found at http://www.wealthmanagermag.com/cms/wm/website

Investor Resources Among America's Top Advisors

Investor Resources, Inc., has earned a coveted spot in the Bloomberg Wealth Manager Magazine's™ annual ranking of America's top wealth managers for the fourth consecutive year. The accomplishment is highlighted in the magazine's July/August issue. Investor Resources, Inc. is one of only nine firms in Washington State to receive this distinction.

The president and owner of Investor Resources is Don Creech, a Certified Financial Planner™ and Registered Investment Fiduciary™. Mr. Creech established the firm in 1990. Investor Resources provides financial planning and investment advice on a fee only basis, free from the conflict of interest associated with commissions. As an independent financial advisor registered with the Securities Exchange Commission, Investor Resources, Inc. is not encumbered by the limitations of representing only one financial institution like stockbrokers. Loyalty and accountability rests with the clients who hire us, not a parent company.

Mr. Creech lives in Manchester and has worked in the local community for the past 25years. He is the president of the Elder Board at Christ the Rock Community Church. Investor Resources is a proud sponsor of Port Orchard Party benefiting South Kitsap Helpline, Fathoms O' Fun, and the Performing Arts Guild of South Kitsap.

Investor Resources, Inc. is located at 691 Bethel Avenue in Port Orchard, and can be reached at 360-895-9119 or 800-317-9119. You can also visit them on the web at: www.investorresourcesinc.com.

The Bloomberg article may be found at http://wealth.bloomberg.com/wealth/07-0804/jul_FT_topdogs.pdf.

Donald Creech, CFP® AIF® Admitted to Paladin Registry

Roseville, CA (February 23, 2005) Paladin announced that Donald Creech, CFP® AIF® and President of Investor Resources, Inc. has been admitted to the Paladin Registry (www.paladininvestors.com). Admittance to the Registry is limited to the top 10% of U.S. financial advisors and is based on their competency, integrity, and various risk factors.

The Paladin Registry is a web-based service that helps investors find, evaluate, and select high quality financial professionals. Jack Waymire, Paladin founder and author of Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor has said there are two major markets for this service. One is baby boomers who have suffered severe losses in their retirement accounts during recent bear markets and the other is current retirees. He says both groups have been flocking to investment advisors the past few years because they believe professional expertise will help them win back losses, preserve retirement assets, and improve future returns. What they don't know, based on Paladin research, is that more than 75% of advisors are not the investment experts they purport to be. Instead, they are often sales representatives who use expertise as a sales tactic to win investor trust and assets. Waymire said, "That's why millions of investors change advisors every year. At some point they realize they didn't turn their assets over to a real expert. This usually occurs years later when results don't match the excessive expectations that were sold to them."

Waymire goes on to say "the Registry solves several problems for these types of investors. It's not enough to find someone you hope is an expert. You have to ask the right questions and know good answers from bad ones to make sure advisors are every bit as knowledgeable and trustworthy as they say they are. Even more important, it's not what advisors say that counts. It's what they are willing to document in writing and make public."

Waymire acknowledged Paladin's high minimum standards are designed to limit who can be admitted into the Registry. Comprehensive, independent research reduces the number of advisors even further. Substantially less than 10% of the advisors who have been screened by Paladin professionals have made it into the Registry. The result is a web-based service of high quality professionals that's the first to provide:

High admittance standards that protect investors from bad advisors
A quality rating for each advisor that's expressed in stars
Online access to a profile and disclosure statement for each advisor
Full disclosure for compliance records, compensation, investment expenses, and potential conflicts of interest
Advisor agreements that put investor interests first

Waymire said investors can use the Registry service for no charge or obligation. Plus, identities are protected until investors decide which advisors they want to interview. Meanwhile, they've been able to view the advisors' ratings, profiles, and disclosure statements in advance.

About Paladin Investor Resources, LLC
Paladin is an information services company that provides research, ratings, education, and evaluation tools over the Internet to individuals who invest their assets through personal financial advisors. Paladin empowers investors to select trusted advisors who provide high quality wealth management services. Visit our website at www.paladininvestors.com for more information about our services.

Donald G. Creech

Mr. Creech is a Certified Financial Planner™, an ACCREDITED INVESTMENT FIDUCIARY™ and a Masters Certified member of the HS Dent Advisers Network.
He has worked in the financial services industry since 1965 and has extensive experience in investment real estate, insurance and general securities. He has been the registered principal of a national brokerage firm and two investment advisory firms.
Mr. Creech founded Investor Resources, Inc. in 1990 as a fee-only financial planning and investment management company. The company currently oversees more than $66 million of client assets. Clients are typically retirees or near-retirees who want a consultative relationship free from conflicts of interest.
Investor Resources, Inc. has been listed among the top national, independent financial advisory firms for the past four years by Bloomberg's Wealth Manager™ magazine.

FOR MORE INFORMATION ABOUT PALADIN, CONTACT:
Debbie Freeman
Paladin Investor Resources, LLC
(916) 780-8737 (voice)
Email Paladin Investor Resources
www.paladininvestors.com

FOR MORE INFORMATION ABOUT Investor Resources, Inc., CONTACT:
Donald G. Creech
Investor Resources, Inc.
360-895-9119
Email Don Creech

Donald Creech Joins Programs For Elite Advisors

Donald Creech, a fee-based investment advisor and President of Investor Resources, Inc. in Port Orchard, has accepted an invitation to join the AssetMark Premier Consultants program. AssetMark Premier Consultants is a nationwide program that delivers quarterly institutional investment management research and insights to an invitation-only membership of 160 leading investment advisors.

Each quarterly Premier Consultants meeting draws upon the collective expertise of many of the most prominent firms in the investment industry, including Wilshire Associates, Goldman Sachs, and UBS Global. These firms are brought together by AssetMark Investment Services, Inc., an institutional consulting firm which provides investment management services to financial advisors throughout the U.S.

Meeting topics include the review of detailed quarterly Investment Policy Committee minutes, discussion of recent events affecting the investment markets, and the evaluation and review of investment strategies for high net worth clients. "I'm pleased to be given access to the investment research and insights that these highly capable leaders in the investment world deliver. Much of the research that is discussed never makes it to research magazines or the local newspapers. The information makes it possible for me to share important ideas with clients to help them to make smart decisions about their money", states Mr. Creech.

"We are an independent provider of investment services", states Richard Steiny, Senior Vice President of AssetMark Investment Services. "Because of our independent approach, we are able to capture and share the best thinking of many of the industries best firms with a select group of fee-based investment advisors, who can then deliver these insights to their individual clients".

About Investor Resources, Inc:

Mr. Creech formed Investor Resources, Inc. in 1990 to provide financial planning and investment strategies to clients in a fee for service relationship. He believes that the fee-only structure provides an alternative to the conflicts of interest created by commissions. While most of his clients are in the Puget Sound area, Mr. Creech has clients in 12 states.

For the past three years, Investor Resources, Inc. has been among the top 250 independent investment advisory firms recognized in Bloomberg's WealthManager™ national survey. Mr. Creech has been a Certified Financial Planner™ since 1984. In addition he is an ACCREDITED INVESTMENT FIDUCIARY™.

About AssetMark Investment Services, Inc.

AssetMark Investment Services, Inc. was founded in 1996 and is based in Pleasant Hill, CA. It is one of the industry's leading providers of fee-based investment management solutions for investment advisors, broker dealers, banks and CPA firms. The company provides services to over 800 advisory firms, and administers more than 18,000 investor portfolios with total assets of $2.5 billion.

Investor Resources, Inc., under the leadership of Donald Creech

Investor Resources, Inc., under the leadership of Donald Creech, a Certified Financial Planner®, ACCREDITED INVESTMENT FIDUCIARY AUDITOR®, has once again earned a coveted spot in the Bloomberg Wealth Manager Magazine's third annual ranking of America's top wealth managers. The accomplishment is highlighted in the magazine's July/August issue. Investor Resources, Inc. is one of only nine firms in Washington State to receive this distinction.

Investor Resources, Inc. is located at 691 Bethel Avenue in Port Orchard, and can be reached at 360-895-9119 or 800-317-9119. You can also visit them on the web at: www.investorresourcesinc.com

Donald G. Creech, CFP® awarded AIFA® certification

Donald G. Creech, CFP, has been awarded certification from the Center for Fiduciary Studies, a nationally recognized training organization for fiduciaries. Mr. Creech, a resident of Manchester, WA is the owner and President of Investor Resources, Inc. in Port Orchard, WA. While Investor Resources, Inc. has clients in 11 states; they primarily do business in Kitsap, Pierce, and King counties. Center graduates are certified to conduct investment fiduciary audits and reviews for corporate retirement plans, private trusts, foundations, and endowments.

The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries. The Center, associated with the University of Pittsburgh Katz Graduate School of Business, teaches fiduciary standards of care and investment best practices designed for trustees and investment professionals. Mr. Creech can be reached by calling 800-317-9119 or on the web at www.investorresoucesinc.com.