Sentences with phrase «based financial planning services»

Denver, CO About Blog Sullivan Financial Planning offers fee only or fee based financial planning services for Metro Denver area individuals.She offers advice to individuals and families looking for help with retirement savings, college planning, investment advice, and other life goals.

Fiduciary and fee - based financial planning services are offered through Northwestern Mutual Wealth Management Company ® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank.

Not exact matches

Some experts call this dollar - cost averaging, says Daniel Laverdière, senior manager of financial planning and advisory services with National Bank Financial, but it's really about making sure that some saving is occurring on a regulfinancial planning and advisory services with National Bank Financial, but it's really about making sure that some saving is occurring on a regulFinancial, but it's really about making sure that some saving is occurring on a regular basis.

At 73, Atlanta - based Tarkenton owns seven companies including a conference - call company Teleconferencing Services LLC, a financial - planning business for seniors Tarkenton Financial LLC and a collection of small - business cloud - based services called Lodestar Technology LServices LLC, a financial - planning business for seniors Tarkenton Financial LLC and a collection of small - business cloud - based services called Lodestar Technology financial - planning business for seniors Tarkenton Financial LLC and a collection of small - business cloud - based services called Lodestar Technology Financial LLC and a collection of small - business cloud - based services called Lodestar Technology Lservices called Lodestar Technology Labs LLC.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

FactSet Research Systems 100 Best Companies rank: 89 The financial services company based in Norwalk, Conn. has an employee stock purchase plan that provides its workers with a 15 % discount.

Dolan Co., which owns The Daily Record, plans to file for bankruptcy - law protection next week, the Minneapolis - based company announced Thursday.Dolan, a professional services and business information firm, showed signs of mounting financial distress in...

Quoting unnamed sources, Nikkei reported that the Financial Services Authority (FSA) was planning to issue a warning against Binance, the Hong Kong - based exchange that was operating in the country without a license.

April 24 — More investors turned to the financial planning services of Ameriprise, helping drive the Minneapolis - based company to a sixth consecutive quarter of better - than - expected earnings.

Wealth Logic, LLC is a Registered Investment Advisor providing fee - based investment advice and financial planning services.

For Financial Services Companies: If your company needs Internet - based financial planning software, then consider our comprehensive and simple to use WebCalcs ® software.We brand it to match yourFinancial Services Companies: If your company needs Internet - based financial planning software, then consider our comprehensive and simple to use WebCalcs ® software.We brand it to match yourfinancial planning software, then consider our comprehensive and simple to use WebCalcs ® software.We brand it to match your website.

LearnVest isn't the first web - based financial planning company to be acquired by a larger financial services company.

A New York City based financial services company is expanding into the Buffalo area and plans to create more than 1,000 new jobs.

Indianapolis, IN About Blog Biechele Royce Advisors is a full - service financial advisory firm that provides financial plans, wealth & investment management, based on a set fee structure.

The series highlights the importance of connecting postsecondary students to services and supports, such as physical and mental health services, housing and transportation assistance, academic skills training, financial planning and assistance services, and a variety of other community - based adult services.

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

Mercedes - Benz Financial Services earned the highest score among retail credit, floor planning and retail leasing providers in the study that was based on 10,297 total responses including opinions of dealer principals with their finance provider.

In addition to offering members low loan rates and high savings rates, Signal offers many other benefits to members, including a car buying service, assistance with home and real estate agent search, assistance with insurance, retirement, and financial planning, free financial seminars, and our new LinkRewards program that gives members rewards points based on their banking relationship with the credit union.

His article on the difference between fee - for - service financial planning and fee - based (asset - based) planners also marks the launch of a new online project MoneySense initiated this summer.

These services evaluate your debts, come up with a budget based on your income, and plan out the most reasonable way for an individual to become debt - free based on their income and other financial obligations.

He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.

First, you've got money coaches and fee - only financial planners, who accept clients on a fee - for - service basis, typically charging $ 150 to $ 250 an hour, or by the project (a comprehensive plan will run you a few thousand dollars).

Office of Federal Student Aid Repayment Calculator Office of Federal Student Aid Glossary of Terms Understanding Repayment Plans from the Office of Federal Student Aid Understanding Income - Driven Plans from the Office of Federal Student Aid Income - Based Repayment Loan fact sheet from FinAid Partial Financial Hardship information from Equal Justice Works 2014 Poverty Guidelines from the U.S. Department of Health & Human Services Federal Government fact sheet on the Public Service Loan Forgiveness Program Understanding Income - Sensitive Plans from of the Office of Federal Student Aid Understanding Deferment and Forbearance from the Office of Federal Student Aid Article: «A closer look at the trillion» by the Consumer Financial Protection Bureau Photo: geckoam

If you are hiring a fee - based planner for managing your portfolio and offering other financial planning services, fees are an important point to bring up in an interview.

Tom Feigs is a fee - for - service financial planner, money coach and retirement planning expert based in Calgary, Alberta.

(Regarding compensation, I provide financial planning services only on a fixed fee or hourly fee for services basis, and solely under a contract that we agree upon.

(Concerning compensation, I provide financial planning services only on a hourly fee or fixed fee for service basis, under a contract that we agree upon.

Heron Wealth is a New York City - based wealth management firm that provides fee - only financial planning, investment advice and estate planning services.

Alaska USA Financial Planning and Investment Services advisors can help you design a savings or retirement plan based on your specific goals.

Based in San Francisco, Charles Schwab is a contemporary, full - service online stock broker that offers investments and financial planning — powered by technology.

Millennial Money Snapshot: Vanguard Personal Advisor Services pairs investors with a personal advisor who builds you a custom financial plan based on low - cost Vanguard index funds.

Fans of Uber, the app - based service that connects passengers with amateur drivers who charge cheap rates, may have been surprised to hear the firm's working with Intact Financial to develop a new insurance plan for ride - sharing in Canada.

Indianapolis, IN About Blog Biechele Royce Advisors is a full - service financial advisory firm that provides financial plans, wealth & investment management, based on a set fee structure.

In a recent press release, PNC Financial Services Group, Inc. (NYSE: PNC) announced plans to install a 2,380 square - foot, soil - based living wall on the southerly exterior of the company's Pittsburgh headquarters building, One PNC Plaza.

Bates Wells Braithwaite is a central London professional services consultancy (ABS) with over 250 staff, combining a top legal practice with services in impact measurement, outcomes - based planning and strategy, and financial services regulatory compliance.

Office of Federal Student Aid Repayment Calculator Office of Federal Student Aid Glossary of Terms Understanding Repayment Plans from the Office of Federal Student Aid Understanding Income - Driven Plans from the Office of Federal Student Aid Income - Based Repayment Loan fact sheet from FinAid Partial Financial Hardship information from Equal Justice Works 2014 Poverty Guidelines from the U.S. Department of Health & Human Services Federal Government fact sheet on the Public Service Loan Forgiveness Program Understanding Income - Sensitive Plans from of the Office of Federal Student Aid Understanding Deferment and Forbearance from the Office of Federal Student Aid Article: «A closer look at the trillion» by the Consumer Financial Protection Bureau Photo: geckoam

Requirements include $ 7.5 million in minimum capital, access to additional capital based on a state solvency review, a business plan that shows adequate support staff, and systems to collect premiums, pay claims and provide customer service, said Caleb Buhs, public information officer with the Michigan Department of Financial and Insurance Services.

Additionally, regardless of your plea, if you are ordered to pay a fine you may ask the court for an installment payment plan that is based on your ability to pay or ask the court to approve community service due to financial hardship, although not all courts offer all of these options.

It includes 30 technology and financial services partners including JPMorgan Chase and Intel that plan to build a blockchain based on Ethereum (see my Blog: Enterprise Ethereum Alliance: a blockchain challenger?

Japan's financial service group SBI Holdings, is planning to introduce its own digital currency based on the Blockchain technology.

Japan - based financial services firm SBI Group has announced its plans to establish several new businesses based on digital currency.

A token - based blockchain settlement system is under scrutiny by the leading Japanese bank, as it plans to develop new financial services after learning «how payments can be instantaneously swapped.»

Excel in program and organizational planning, with documented success overcoming challenges of limited resources and financial constraints to design high - quality, cost - effective and comprehensive service offerings skills Domestic Violence Certification Life skills counseling Sexual assault victim counseling Organized Culturally - sensitive Medicare and Medicaid applications Skilled community - based case manager

• Competitive Base Salary • Industry - leading commission • Benefits (Pension, Health Plan, Life Assurance, Dental, Birthday day off, Charity day's off, Childcare Vouchers) • Great Incentives to motivate you • Continuous Training to support your personal development and career If you share our values then you should have the following skills too: • Excellent relationship building skills - both over the phone and face to face • Demonstrable track record of sales success • Passion for delivery and customer service • Positive attitude and resilience • Sense of humour Have you worked within the Financial Services Sector before?

Develop compelling and innovative customized wealth management products and services that include Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial Planning, Insurance Services, Business Succession Planning, Titling of Assets and other available banking services based on clients» unique personal / business goals and objservices that include Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial Planning, Insurance Services, Business Succession Planning, Titling of Assets and other available banking services based on clients» unique personal / business goals and objServices, Business Succession Planning, Titling of Assets and other available banking services based on clients» unique personal / business goals and objservices based on clients» unique personal / business goals and objectives.

Bank Teller — United AC Bank, Atlantic City, NJ — 2/2007 — 3/2012 • Received Employee of the Year for excellent customer service, noted by consistent name references in customer reviews • Educated customers on financial services, computer account access, and mobile apps for their convenience • Recommended relevant bank products and services when appropriate, setting a record in service referrals and exceeding the company's promotion profit goals by 10 percent • Processed automated teller transactions, night deposits, and loan and retirement plan payments on a day - to - day basis • Provided the head manager with daily cash supply orders to maintain sufficient funds for successful operations every day • Counted and sorted currency by hand and with counting equipment in order to ship to other branch locations

KEY ACHIEVEMENTS • Increased the bank's client base by a staggering 58 % percent through aggressive marketing plans • Received accolades for the maximum amount of satisfied clients under one relationship umbrella • Singlehandedly created and implemented a series of presentations to market the banks» services to potential clients • Implemented a particularly complex old age benefits plan for senior clients, now considered the bank's best financial plan for its clients

• Documented success in generating sales by providing outstanding customer services and expanding and maintaining product knowledge • Well - versed in setting up new displays in an aesthetic manner and according to the store's policies • Special talent for producing novel and unique concepts for merchandize presentation • Exceptional knowledge of building, adjusting and removing product displays in accordance to company's directives • Adept at providing and maintaining positive work relationships with team members to ensure appropriate merchandising solutions • Demonstrated expertise in smoothing out frontend and backend work processes to ensure a positive shopping experience for customers • Particularly effective in upholding stock levels and handling pricing duties for multiple product lines • Adept at organizing and handling inventory and communicating effectively with retail merchants • Focused on reconciling orders with financial plans and forecasts • Excellent ability to recommend merchandise based on customers» needs and upselling associated products • Competent at leading promotional activities and ensuring that store and warehouse security practices are appropriately placed

Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortFinancial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial plans and develop investment allocation strategies for high net worth clients