Sentences with phrase «fulfill other financial goals»

Not exact matches

The goal is to inform investors on what to expect and insist on from a financial advisor, as well as help them find, screen and evaluate an advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to other users receiving similar services, and how much the investor could save in each account over the long term by switching advisors.

Ultimately, you may find that a financial adviser or other professional will be best suited to help you choose the right policy to help fulfill your goals.

The policyholders» medium to long - term financial goals are fulfilled with this policy, with its choice of length of policy term, sum assured and other optional features that are available.

A coalition of real estate and other business organizations (including NAR) wrote to the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) reaffirming their calls for an economic impact study, extensive field testing, and full re-exposure of the entire lease accounting proposal — with the goal of creating a standard that will meet the tests of the marketplace and fulfill the needs of all stakeholders.