Sentences with phrase «financial planning companies»

But, the good financial planning companies, like mine, educate their clients and match the client with the product retirement and financial goals.

Prior to becoming a partner in Bellwether, Steve was the Founder and CEO of Investment Planning Counsel, one of Canada's largest financial planning companies.

When PJ Wallin needed to hire an employee for his growing financial planning company, Atlas Financial, he looked no further than his fellow coworker, Darla Keefer.

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

Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER ™ and Founder / President of Capital City Wealth Management, a Bismarck, North Dakota fee - only financial planning company.

The founder of Learnvest, an online financial planning company, speaks about setting yourself up for financial success in spite of facing challenges such as student loan and credit debt.

Before meeting with anyone, do a little digging and research to ensure you have found a financial planning company that works best for you.

And don't forget, that whichever financial planning company you decide to work with will charge you.

Walking into the financial planning company with a good idea of the types of retirement plans available and your eligibility in those different types of plans is also a plus.

Borrowing the maximum limit offered could also cause you to entangle yourself in a financial trap, said Eric Roberge, certified financial planner and founder of the financial planning company Beyond Your Hammock.

Developed and implemented a redress scheme with Australia's leading banks on behalf of thousands of individuals who had been leveraged into inappropriate loans by a collapsed financial planning company.

Damian developed an innovative and successful resolution scheme with several of Australia's largest banks arising out of the collapse of Australia's largest private financial planning company.

With that in mind, she made sure to enlist the help of a financial planning company when she bought her first life insurance plan at 21, as she was just getting her start in real estate.

It is the largest financial planning company in the United States.

«From an income protection standpoint, I don't see a need for most people to have life insurance at the point of retirement,» says Brad Levin, a certified financial planner with Householder Group, a financial planning company in Encino, Calif. «If they do, they're probably going to need a policy for just a few years anyway.

Orman worked at Prudential until 1987, when she resigned and founded the Suze Orman Financial Group, a financial planning company, which she directed for ten years.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Your deck should address your venture's team, market opportunity, need for the product and its value to the customer, its position relative to the competition, how much capital you'll need to build the company, and a financial plan.

The $ 10 billion cloud storage company hired a new chief financial officer at the beginning of 2015, which signaled to some market observers it was planning an IPO.

Having worked at traditional financial planning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial inplanning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial inPlanning, catering to millennial investors.

In September 2015, the company announced it would suspend operations at CanJet, a charter airline owned by IMP, and explore how to move forward under a different financial plan.

Financial commitment from Asian investors has prompted an east coast - based technology company to reveal plans for a subsea telecommunications cable link from Perth to Singapore.

the Company's share repurchase plans depend on a variety of factors, including the Company's financial position, earnings, share price, catastrophe losses, maintaining capital levels commensurate with the Company's desired ratings from independent rating agencies, funding of the Company's qualified pension plan, capital requirements of the Company's operating subsidiaries, legal requirements, regulatory constraints, other investment opportunities (including mergers and acquisitions and related financings), market conditions and other factors.

Hong Kong unveiled plans last year to encourage biotech companies to list in the city by loosening listing rules to much fanfare from the financial industry and investors.

Whatever a company decides to do, Tannenbaum says it's important to be prepared with strong, supportable financial projections — and plan well in advance.

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 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 Labs LLC.

Your business plan should include a mission statement, a company summary, an executive summary, a service or product offerings, a description of a target market, financial projections and the cost of the operation.

From mobile financial planning to a new way to share a ride, these are the hot companies coming from the Bay Area.

And on Friday, the company made the paperwork public, revealing details about its financial performance, it's internal tech infrastructure, and plans to expand.

One company, Unifi Scholars, provides personal financial planning for to students.

• XFactor Ventures invested in e-commerce company Everywear, cooking device startup Nomiku, community platform about sex O.School, financial planning platform The Beans, crop yield forecaster Vinsight, cloud platform Ellen & Paul's New Startup, virtual assistant Clara, and legal tech platform Court Buddy.

This press release contains «forward - looking statements» within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the company's 2018 financial performance, the company's growth strategy, the company's capital allocation strategy, the company's tax planning strategies and the performance of the markets in which the company operates.

Investors and employees who previously worried about how to realize their gains from selling equity can now do so with innovative financial restructuring if the company plans to stay private.

Garrett Creek Ranch www.garrettcreekranch.com Where: Paradise, Texas 940-433-2055 What: Owner Leslie Schulz dreamed up this quaint Old West resort — located an hour from the Dallas / Fort Worth Airport — after years of planning small meetings for her husband's financial services company.

From 2008 to 2013, she was the company's senior vice president, corporate and development finance, where she led a team that valued new hotel development projects, evaluated merger - and - acquisition opportunities, prepared the company's long - range plans and annual budgets and made recommendations for the company's financial and capital allocation strategy.

When Hong Kong unveiled plans last year to encourage biotech companies to list in the city by loosening listing rules, the financial industry and investors cheered.

What to include: Business plans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeplans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaPlan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaplan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaPlan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five company personnel); and Financial Plans (revenue projections for three to five yePlans (revenue projections for three to five years).

While CEO Tim Cook is generally seen as the company's face, it is Oppenheimer whom the market has sought out to discern the company's financial plans.

Netflix chief financial officer David Wells said during an earnings call the robust numbers were due to the pricing plan increases, the upcoming slate and the fact Q4 was strong for the company in 2016.

Management uses these non-GAAP financial measures in making financial, operating and planning decisions and in evaluating the company's performance.

There are a variety of business advising companies that will write a professional business plan, pitch deck, and financial model for you.

The company identifies these based on how management views the company's business; makes financial, operating and planning decisions; and evaluates the company's ongoing performance.

While a search firm looks for one, duties will fall to Ellie Mertz, the company's head of global financial planning and analysis.

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.

The company's plans had previously been limited to financial commitments to ride - hailing companies in other countries and a research lab in Silicon Valley that opened last year.

Consequently, management uses these non-GAAP financial measures as indicators of the company's business performance, as well as for operational planning and decision making purposes.

Ten broker dealers and 50 companies that plan to run portals have applied to the Financial Industry Regulatory Authority to become official Title III intermediaries, the The Wall Street Journal reports, and five portals have been approved so far.

April 10 - Chinese billionaire Jack Ma's online payments business Ant Financial now plans to raise $ 9 billion in its next planned round of funding, potentially valuing the company at $ 150 billion ahead of an expected stock market flotation, the Wall Street Journal reported on Tuesday.

April 10 (Reuters)- Chinese billionaire Jack Ma's online payments business Ant Financial now plans to raise $ 9 billion in its next planned round of funding, potentially valuing the company at $ 150 billion ahead of an expected stock market flotation, the Wall Street Journal reported on Tuesday.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.