Sentences with phrase «better serve your financial needs»

Is supplemental insurance also available through your employer to better serve your financial needs?
We're Nusenda Credit Union — around for nearly a century, but continually reinventing what we do and how we do it, to better serve your financial needs.

Not exact matches

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!
Everything the financial planner or advanced markets professional needs to best serve their clients.
While they are not mandated to do good works, as banks are, by the Community Reinvestment Act, credit unions serve their communities to strengthen the connection with members and improve the quality of life for those in need of financial services.
In a blog, Dave Ramsey, the financial guru, highlighted the advantages of selling your current house and downsizing into a smaller home that better serves your current needs.
And, based on your financial needs and goals, as well as your tolerance of risk, you may be better served by one of these products than by the other.
In other instances, CashNetUSA serves as a loan broker, helping its customers find the best third - party lender for their needs and financial status.
Consider your financial needs and goals, as well as your tolerance of risk, to determine which type of annuity better serves you.
Commencement Financial Planning LLC serves clients at every stage in life, but works best with those that understand the need for a sound investment and financial planningFinancial Planning LLC serves clients at every stage in life, but works best with those that understand the need for a sound investment and financial planningfinancial planning process.
However, if you only need financial coverage for a particular period of time, you would probably be better served buying a term life insurance policy with an additional insured rider.
At Auto Loan Solutions, our trusted team of auto loan specialists work in unison to ensure that you get approved for the best possible car loan to serve your financial needs.
Carefully think about what would serve your needs best, and help you reach your financial goals.
Retirees need financial planning advice too, but that's just not who we serve best!
Hopefully, you will not need to use a payday service, but if you do, you will already have the right information to select the best lender to serve your immediate financial needs.
«The Cooper Union would be well served by reviewing the engagement of each and every Board member... strategic additions are needed to marshal the resources (intellectual, political, social and financial capital) needed going forward.»
Our firm is dedicated to serving the best interest of our clients and making sure they receive a settlement that meets their financial needs while giving them peace of mind.
We are skilled in working with accountants, tax preparers, financial planners and financial advisors in order to best serve client needs.
It's like, no, this is a problem that we need to solve is how to have relationships with lawyers, because your financial advisors need to serve their clients well.
«A strategy and a solid action plan to understand the needs of clients that is well implemented would serve to solidify and deepen the existing and current relationship, as well as achieve the necessary financial results for the law firm.»
And the best part of this concept is that it actually has the potential to work, to serve the needs of people who aren't flush with expendable income, but are capable of paying a reasonable fee for the services they need, if only lawyers would be kind enough to charge a fee that meets their financial situation while sufficing to cover the lawyers» costs.
When considering a final expense life insurance policy with other financial planning needs, these plans can serve as good alternatives for individuals who simply need a way to pay for their funeral and other related costs without disrupting estate assets and other savings or inheritance that is earmarked for their loved ones.
By harnessing your own financial needs and obtaining discounts, reductions and lower rates, it'll serve you well for the future, giving you the experience you need should you ever decide to refinance your loan down the road.
Retirement Plans — National Life Group serves businesses» financial needs, too, as well as the needs of companies» employees.
When you begin the application process, we'll collect additional Personal Information you provided us such as information about your home, medical and health related information, driving record, social security number, avocations, job / income information, financial information, other biographical or demographic information about you and your family, and any other additional information as needed for the insurance carrier or if we believe we can better serve your needs.
A life insurance will serve different needs of a life insurance plan depends upon different stages of life such as the expectation of liabilities, number of dependants, lifestyle and financial goal as well.
However, if you only need financial coverage for a particular period of time, you would probably be better served buying a term life insurance policy with an additional insured rider.
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At the working group's inaugural meeting, Ant Financial's chief architect, Tong Ling, told the group that what's good for business and the Chinese economy can also serve as a public service and improve China's standard of living, but there needs to be room for business to innovate without undue restriction.
IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity
Professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as needed Handled phones, filing, financial software, and data entry Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional growth
Developed to qualify licensed real estate, mortgage, and financial professionals to better serve the needs of the income property industry, this certification program is an excellent choice for anyone who is serious about taking their career to the next level — anyone who desires to create personal success and wealth while helping clients achieve their financial goals.
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