Sentences with phrase «financial needs of their clients»

In managing the Equity and Income Fund we strive to craft portfolios and portfolio outcomes that both meet the financial needs of our clients and also enable our clients to maintain their investments in the Fund for long time periods.

Yes, but not as important as the financial needs of the clients that they serve.

How the money is used depends on the financial needs of the client in Etobicoke.

He prides himself on serving the financial needs of clients and assisting them in reaching their long - term financial goals.

Further information or documentation may be requested by Tails of Help to verify the financial need of the client.

To provide the highest quality medical care, grooming, and boarding services for companion animals, keeping in mind the sensitivity and individuality of the pet along with the emotional and financial needs of the client.

He strives to fulfill both the short - and long - term financial needs of his clients in all property division matters.

The types of unbundled legal services and flexible retainer options you can use to tailor services to the financial needs of your clients

As you can see, collaborative family law is a holistic process that takes into account not only the legal, but also the emotional and financial needs of the clients.

Over the last decade, attorneys have increasingly searched for ways to accommodate the financial needs of their clients while still providing quality legal services.

This assessment is more commonly used because it evaluates the specific financial needs of the client's family including medical deductibles and final expenses, surviving family maintenance income (mortgage, cost - of - living expenses), and future income needs such as college tuition and spousal retirement income.

With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement / 401 (k) plan services, and annuities.

In this position, I was responsible for the sales and service of bank products; to use my lending skills to meet the financial needs of clients and small businesses; to provide and promote excellence in customer service.

The role also demands identifying financial needs of clients and suggesting appropriate services that meet their requirements.

Meeting financial needs of clients as well as meeting the goals

As you can see, collaborative family law is a holistic process that takes into account not only the legal, but also the emotional and financial needs of the clients.

And most South Florida short sale lawyers, like our law firm, offer financial packages that reflect the financial needs of our clients (for example, we never charge for the initial consultation visit).

Not exact matches

«The biggest mistake a client can make when buying a QLAC, assuming the client doesn't need the income before 75 or so, is not purchasing a QLAC soon enough,» said Robert Klein, a certified financial planner and president of the Retirement Income Center in Newport Beach, California.

While the nature of every meeting is unique, as the needs of every client will vary, here's a typical outline of what your conversation with a financial planner may look like:

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance aFinancial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance afinancial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

Clients are in need of convincing since roughly two - thirds of investors don't trust the financial services industry to act in their best interest.

«The combination of technical sessions and forward - looking speakers will provide financial planning professionals with the tools and insights they need to continue to meet their client's needs in the highest professional manner.»

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Our team consists of J.D.s, LL.M.s, CPAs, Ph.D. s, MBAs, CFP ® s and CLUs, who together, deliver customized advice and strategies based on each client's specific financial needs.

This is a popular product because all your client needs is an EIN number and you will be able to secure up to $ 100,000 of a unsecured line of credit with no financials, tax returns, collateral, or time in business restrictions.

Determines the investment objectives, risk tolerance, financial circumstances and needs of the client, without regard to the financial or other interests of the fiduciary or any other party.

«Over the past nine years, our employees have had the opportunity to talk to clients about their financial needs while also drawing attention to the value of mentorship.

With an in - depth analysis of their financial and tax situation, our clients receive a retirement strategy tailored to their specific needs that is low cost, efficient and flexible.

GBST (GBT), a Fund investment which makes software for financial services clients, surprised the market in August by announcing that its products would need an additional $ 50m of «investment» over the next three years.

You'll need to communicate the product's value to a diverse set of clients across crypto exchanges, governments, and financial institutions.

These investments support the growing and complex needs of our clients, strengthen the effectiveness of our Financial Services and Real Estate businesses, and sets us apart from our competition.

«For example, if a client of ours needs a detailed financial plan or a social security analysis, we include that as part of our service offering and do not charge extra.»

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

This book is well worth reading by both financial industry insiders and potential clients since Chris Turnbull, a portfolio manager at TheIndexHouse uses the principles and approaches described in the book, showing a practical way to deliver the high value components of what clients need.

Advisors who have a client in need of a combo can design it themselves, points out Matthew J. Schott, vice president - retirement income practice leader at Financial Research Corporation, Boston.

A whistleblower is accusing some key financial regulators of allowing sensitive broker information to become readily accessible, even as industry watchdogs emphasized the need for companies to protect client data.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

If similar circumstances happen to one of their clients, the client will need a lot of financial help for the nicu bills, therapy, and possibly life long care.

According to the official Certified Financial Planning protocol, once a client and adviser have defined the scope of their engagement, the next step is «Determining a client's personal and financial goals, needs, and prioritieFinancial Planning protocol, once a client and adviser have defined the scope of their engagement, the next step is «Determining a client's personal and financial goals, needs, and prioritiefinancial goals, needs, and priorities.»

Annex is a fast - growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.

Dating online site UK sites allow users to register for free and view the profiles of people that match up with clients before they need to make any financial commitment.

The category, renamed for this year's awards, recognises companies that are either working with a community organisation to improve the sustainability of its balance sheet in the long term, giving enhanced financial stability; or helping a community organisation to continue to identify priorities based on client needs.

One of the main focuses of a good fee only financial advisor is really to understand the client's needs, wants, risk tolerance, cash flow needs, taxes and everything else in between, but then coach them through those bad times.

Loan Center Canada works with a vast nationwide network of partners to match our clients with the best options for their financial needs.

Tea Nicola, chief executive and founder of WealthBar, an online investment firm, said financial advisors need to add value for clients to justify the fees they charge.

Our affiliates can include mortgage brokers, car dealers, Realtors, financial planners, attorneys, insurance advisers, financial advisers, tax preparers, alarm installers who have clients who have been victims of stolen identity and they need to put their credit back in order, or people who just know other people with credit problems.

If there is a licensing system for financial advisors, that guy should have his license revoked and people really need to take a close look at Edward Jones to see if they're doing that to all of their clients.

They have the kind of vast financial planning experience to ensure our clients are set up with portfolios aligned to their goals, and know all the totally - legal tricks to make sure you're not paying a penny more than you need to be in taxes.