Sentences with phrase «assistance of a financial advisor»

For this step, many investors use the assistance of a financial advisor, especially if they're a beginner.

Keep in mind that to make any sort of planned gift, it is important that you get the advice and assistance of your financial advisor and / or attorney.

For more information on what to look for when seeking the assistance of a financial advisor, check out NAPFA's Pursuit of a Financial Advisor Field Guide and the SEC's Top Tips for Selecting a Financial Professional.

For this step, many investors use the assistance of a financial advisor, especially if they're a beginner.

the fact that we had vigorously and comprehensively explored strategic alternatives, including undertaking extensive efforts, with the assistance of a financial advisor, over a six - month period to identify a financial or strategic buyer interested in a business combination that would provide value to shareholders in excess of the estimated liquidation value, or a strategic transaction that would mitigate risks from our continuing operations to develop our cortical stimulation technology, and that no strategic or financial partner had expressed interest in pursuing such transactions;

Not exact matches

If appropriate, seek out the assistance of an appropriate financial advisor or attorney who can help you with these issues.

Borrower pays costs of Bureau to hire a financial advisor and legal counsel to evaluate requests for credit assistance

The DOT will not complete its creditworthiness review until the project sponsor has provided all requested information and materials, including, for TIFIA credit assistance, a preliminary rating opinion letter, and, for all forms of credit assistance, the Advisors» Fees Upfront Payment necessary to enable the DOT to engage its outside financial and, as and when necessary, legal aAdvisors» Fees Upfront Payment necessary to enable the DOT to engage its outside financial and, as and when necessary, legal advisorsadvisors.

As noted in Chapter 1 and in the Letter of Interest / Draft Application discussion in Section 4 - 1 above, the DOT requires applicants for and recipients of DOT credit assistance to reimburse the Federal Government for its out - of - pocket costs for its outside legal counsel and financial advisors needed to review an applicant's Letter of Interest / Draft Application and application, and to negotiate and close the credit agreement.

Seek out the assistance of an advisor with whom you can have open and honest communication, suggests Dan Nolan, a financial planner with Investment Planning Counsel.

Whenever your robo advisor package enlists the assistance of a human financial planner, the costs of the overall service will increase dramatically.

[jms: my emphasis] You may want to seek the advice of a tax advisor and or your financial advisor for assistance in determining your cost basis and allocation between the various assets received, or if you received additional assets from MLC.

Both the Plus and Premium plan offer additional assistance from Betterment's team of financial advisors, which could be good for anyone who wants to be more involved.

To make sense of all these considerations, Wood should talk to an independent fee - for - service financial advisor for assistance.

The objective of Path is to calculate your current and future financial landscapes and assess your retirement readiness without the assistance of an advisor.

ShopNBC (Nasdaq: VVTV), the premium lifestyle brand in electronic retailing, today announced that the Special Committee of independent members of its Board of Directors has concluded its comprehensive review of strategic alternatives commenced on September 10, 2008, with the assistance of its independent financial advisor, Piper Jaffray & Co..

Since 2002 the Ontario Court of Justice has made a significant financial contribution to the NJI in return for receiving dedicated education assistance from a senior NJI advisor.

The structure of personal injury settlements and what to do with them after closing is a complicated topic and one which our firm tackles on a case by case basis with the assistance of accountants and other financial advisors.

If either of you feels that your knowledge of certain financial topics needs improvement, make an effort to educate yourself, be patient with each other, and feel free to enlist the assistance of a professional financial advisor, if necessary.

If you or your financial planner need assistance, you can livechat, text, email, or talk with one of our advisors.

A process, often done with the assistance of a professional financial advisor, to address goals related to financial needs for individuals, families, and small businesses.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

You may need the expert assistance of a Financial Neutral — A Financial advisor who can assist your and your spouse or partner as part of the process.

But can you put a price on the quality of the long - term financial planning assistance that investors receive from a qualified investment advisor?