Ms. Lubitz Boone is also an accomplished writer, having co-authored, along with Norm Boone, CFP®, Creating An Investment Policy Statement: Guidelines and Templates published by FPA Press in 2004. Ibbotson Associates developed their first software product for Investment Policy Statements in 1996. After that product was no longer available, Linda and Norm decided to develop an application that would be the best and most user friendly on the market – an application created by Advisors FOR Advisors. The result was the award winning web based software application, IPS AdvisorPro®, a patent pending application to help advisors easily and professionally create Investment Policy Statements for their clients. Launched in April, 2006, IPS AdvisorPro®, an online solution for wealth managers, has received kudos from industry influentials such as Bob Veres, publisher of Inside Information, Andy Gluck, David Drucker and Joel Bruckenstein, Tech Editor for Morningstar Advisor who named IPS AdvisorPro® “Software of the Year” in his 2006 technology round-up. More than 1,000 advisors have created over 10,000 customized Investment Policy Statements for their clients using IPS AdvisorPro®.

Linda Lubitz Boone, CFP®, has been regularly recognized as one of the nation’s best financial planners by both numerous financial publications and her peers. Linda has been cited as one of “America’s Best Financial Advisors” by Worth magazine, and as one of the “Best Financial Advisors for Doctors” by Medical Economics along with recognition in Wealth Manager and Financial Planning magazine. She was named on of the Top 50 Women in Wealth Management by Wealth Manager magazine. She served on the National Board of Directors of the Financial Planning Association from 1999 through 2002 and the TIAA-Cref Institute Advisory Board. Ms. Lubitz Boone was founder and President of AmeriFirst Securities Corporation, and was also a partner with Evensky & Brown In addition to their home in Miami, she lives with her husband, Norman Boone, in Oakland, California. Extracurricular life accomplishments include: a successful summit of Mt. Kilimanjaro in 2004 with Norm, and an expedition to Antarctica in 2008.