Sentences with phrase «financial planning expertise»

Our divorce financial planning expertise and software can determine the short - term and long - term impact of various divorce settlement options to better help you negotiate your financial future!

• Goal - oriented leader with buying and financial planning expertise in Private, Moderate, Better and Luxury Brands.

If you want good investment knowledge and broader financial planning expertise, the certified financial planner (CFP) designation is reputable.

Not exact matches

«In particular, her deep expertise in tax law developments will be invaluable as we continue to provide exceptional, comprehensive multi-generational wealth plans that help our clients achieve their financial goals.»

Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

If you need a comprehensive financial plan or want help coping with a market meltdown, you're likely to want to turn to a trusted human advisor with high levels of financial expertise but also human qualities like communication skills and empathy.

Cairngorm Capital's investment, made in 2017 from its second fund Cairngorm Capital Partners II LP, is the first in a series of planned investments in timber processing and merchanting businesses, designed to combine specialist sector operational expertise with financial support from Cairngorm Capital.

Cairngorm Capital's investment, from its second fund Cairngorm Capital Partners II LP, is the first in a series of planned investments in timber processing and merchanting businesses, designed to combine specialist sector operational expertise with financial support from Cairngorm Capital.

We approach our portfolio companies with a focus on developing a strategic growth plan, supplemented with our financial expertise and operational best practices, all underpinned by disciplined corporate governance.

Her areas of expertise include developing and understanding a personal budget, planning for college expenses, managing risks, tax planning, achieving financial independence, and estate planning.

His expertise includes providing financial planning and investment advice to individual clients, 401 (k) plan sponsors, foundations and endowments.

We tap into our planning, tax, legal, financial, and concierge expertise to continually provide customized solutions for your family.

We tap into our planning, tax, legal, and financial expertise to provide solutions for every family.

Connie's expertise include business plan development, financial procedures, board, policy & manual development, event planning and execution, grant applications, employee recruitment, and general office management.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

Her expertise is in strategic financial planning, decision support, operations management and change management.

Holding a hospitality management degree from Florida International University, as well as a degree in Culinary Arts from CIA, Goglia has amassed more than 20 years of experience and expertise in restaurant operations, planning and development, financial performance, guest services and branding.

Until someone with proper expertise in myriad areas of sports science, football coaching, business, finance, law, PR, media, marketing, human resources etc etc has unfettered access to all board meeting minutes, records of all discussions with players, full player medical records, details of all contacts with agents, other clubs, other players, seen copies of player contracts and negotiations, understands the financial imperatives, interprets the business accounting, has reviewed the business plan, has knowledge of the employer / employee contractual relationship between Wenger and the club, has intimate insight in to the goals and objectives of the business and the club — then everyone is filling in the gaps with their own version of events and will necessarily always be a long, long way from anything close to any «truth».

In addition, his expertise includes performing competitive analysis and developing strategic and financial plans.

The Post disclosed last week that Ravitch, a private - sector businessman picked by Paterson to be his lieutenant governor because of his pubic - sector financial expertise, has been angrily boycotting the leaders» meetings because the governor rejected his plan for borrowing billions of dollars to help reduce the state's massive deficit.

«Recognizing the importance of building resilience within our natural and built environments,» said Gill, «DNR's CoastSmart Communities Program is dedicated to offering on - the - ground expertise, planning guidance, training, tools, and financial assistance to help others in state plan, prepare and adapt.»

Initially, my efforts were focused on learning about the medical writing industry; defining the parameters of the company and developing a business plan; identifying government regulations and legal considerations; locating sources of professional, financial, and emotional support; finding other individuals with complementary skills and expertise (graphic designers, photographers, translators) that could work under the umbrella of my company as needed; and learning new skills or improving existing ones.

Because building a good long - term portfolio is just part of the job — the other part, as I've said, includes bringing together experts in insurance, income tax, estate planning and retirement so the complete financial picture is visible and these individual experts can bring their expertise to help grow and protect your money in all stages of your life.

I am a Financial Planner and have expertise in tax preparation, mortgages, estate planning, insurance etc..

Our on demand programs cover a diverse range of subjects related to financial counseling, planning and education to fit your specific area of expertise.

These programs cover a diverse range of subjects related to financial counseling, coaching, planning and education to fit your specific area of expertise.

This article provides the biography of the Pasadena Financial Planner and explains how his expertise in comprehensive financial planning and investment management has developed over hiFinancial Planner and explains how his expertise in comprehensive financial planning and investment management has developed over hifinancial planning and investment management has developed over his career.

Even though you may feel comfortable developing a financial plan on your own, a financial professional can offer a depth of experience and expertise.

We have the expertise and exceptional services available to help you met the short - term and long - term financial goals you're planning to achieve.

WealthGuard ™ provides you with a unique advantage to retirement planning: the combined expertise and creative thinking of Rodgers & Associates financial planners — with a proprietary six - step system.

Expertise: Company counselors have, on average, 13 years of experience and hold national certifications through the Association for Financial Counseling and Planning Education, the Partnership for Financial Education, NeighborWorks and the United States Department of Housing and Urban Development.

«A financial adviser has the expertise in helping people with financial priorities and getting out of debt, and putting together a financial plan,» he says.

His expertise includes providing financial planning and investment advice to individual clients, 401 (k) plan sponsors, foundations and endowments.

Because of our expertise, we were able to quickly and affordably navigate through the veterinary health system and decide upon a realistic treatment plan focused on Madison's comfort and happiness, within our financial constraints.

-- was published in Fall, 2009 and deals with issues in retirement planning and investing.You can read Terry's columns, as well as post questions and comments at her website www.terrysavage.com, follow her on Twitter @TerryTalksMoney and on Facebook — The Savage Truth.Terry's financial expertise comes from experience.

This combination of pet passion, entrepreneurial leadership, insurance expertise, and financial strength provides our customers with a smart, affordable pet insurance plan that will protect pets today, tomorrow, and long into the future.

She holds a Masters Degree of Organizational Management, a BA in International Relations from San Francisco State University, as well as, strong communications and social media expertise, she has consulted for 13 years with non-profit and government agencies providing strategy planning, financial forecasting and communications.

I wonder if, in your planning expertise, you have figured into your analysis the enormous geo - political and financial resources that have been necessarily expended in the past to make fossil fuels an available resource — and whether you have projected out that expenditure of resources into the future?

It's common to see lawyers leveraging their expertise by teaching classes or consulting, and many engage in complementary endeavors such as selling title insurance or providing financial planning services.

Other areas of expertise include claims on behalf of lenders, and cases related to complex pension schemes, inadequate tax planning and financial advice and trusts and regulatory matters.

Manufacturers, retailers, distributors, importers, exporters, financial institutions, service providers and others engage us to review contracts and arrangements and to provide compliance and planning expertise, particularly in the complex areas of financial services, electronic commerce, natural resources, cross-border transactions and related - party transfers.

In divorce cases, to what extent to do you get to engage in the full capacity of your expertise, in financial planning for example?

He has held legal and compliance roles in the delivery of financial services for international companies that include Foresters Financial, HSBC, Apptical and Canada Protection Plan and more recently is providing compliance expertise in the banking and life insurance space with a focus on digital inifinancial services for international companies that include Foresters Financial, HSBC, Apptical and Canada Protection Plan and more recently is providing compliance expertise in the banking and life insurance space with a focus on digital iniFinancial, HSBC, Apptical and Canada Protection Plan and more recently is providing compliance expertise in the banking and life insurance space with a focus on digital initiatives.

Make financial plans and investments for the future under professional guidance and expertise with PNB MetLife Insurance Read More

IMG provides complete plan administration expertise with the help of globally recognized underwriter, Sirius International Insurance Corporation, who offers the financial security and reputation demanded by international consumers.

SBLI offers SBLI Legacy Protection to help manage all of the necessary aspects of long - term care and estate planning — including legal overview, financial guidance, and nursing care management expertise.

Forward - looking information is subject to known and unknown risks, uncertainties and other factors that may cause the actual results, level of activity, performance or achievements of the Company to be materially different from those expressed or implied by such forward - looking information, including but not limited to: risks related to changes in cryptocurrency prices; the estimation of personnel and operating costs; general global markets and economic conditions; risks associated with uninsurable risks; risks associated with currency fluctuations; competition faced in securing experienced personnel with appropriate industry experience and expertise; risks associated with changes in the financial auditing and corporate governance standards applicable to cryptocurrencies and ICO's; risks related to potential conflicts of interest; the reliance on key personnel; financing, capitalization and liquidity risks including the risk that the financing necessary to fund continued development of the Company's business plan may not be available on satisfactory terms, or at all; the risk of potential dilution through the issuance of additional common shares of the Company; the risk of litigation.

Areas of Expertise Accounting Financial Planning Business Development Financial Management Financial Analysis Cash Management Internal Auditing Process Improvement Tax Planning Corporate Asset Management Risk Management Business Planning

Areas of Expertise * Strategic Planning & Implementation * Corporate Finance & Accounting * Analytical, Quantitative & Modeling Skills * Operations Analysis & Process Redesign * Financial Research & Analysis * Financial Documentation & Reporting * Operational & Capital Budgeting * Team Building & Leadership * Real Estate & Business Valuation * Project Level Analysis

International Product Development and Category Management professional expertise in: 1) Strategic Business Planning, 2) Competitive Analysis, 3) Multi-Currency Financial Metrics, 4) Cross - Cultural Negotiations, 5) Promotional Planning, and 5) Leading Internal and External Teams.