Sentences with phrase «based independent financial planner»
Not exact matches
The individual was an independent financial planner in Canada for about 15 years (investments, insurance, taxation - he knows it), but the business has been all but wrapped up, partly due to conscious choice based on tax considerations, where taxation on the extra income made it not worthwhile.
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Independent Fee - Only Financial Advisor — Certified Financial Planner — Investment Advisor based in Mendota Heights, Minnesota Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm.
Michael Hardy, a certified financial planner and partner with Amherst, New York - based independent financial planning firm Mollot & Hardy Inc., notes a few options about which he typically advises working - class clients.
«An insurance rider is really enhanced coverage or benefit to the policy holder for a cost above the base plan,» says Brian Poncelet, an independent certified financial planner (CFP) and owner of RightInsurance.ca.
Posted in insurance, life insurance Tagged commission, fee based, fee only, financial adviser, financial planner, independent life insurance agent, insurance, life insurance