Sentences with phrase «goal as advisors»

Our goal as advisors is to ensure we understand the client's needs and that the solution they choose fits those needs adequately.

Not exact matches

Financial advisors are able to help you figure out how to reach your financial goals and achieve financial independence as soon as possible.

President Donald Trump's recent actions, from controversial trade tariffs to installing John Bolton as national security advisor, could hurt U.S. foreign policy goals in North Korea and Iran.

As an advisor, I routinely help my clients by educating them about the complex world of finance — offering strategies to reach their goals, while navigating potential challenges and obstacles.

He explained that, «You can imagine what it will take to accomplish that type of a goal and by having people at that level as your advisors, they can tell you exactly what you need to do.

At Klingenstein Fields Wealth Advisors, Ms. Johnson works with Portfolio Managers and the Director of Wealth Planning, as well as clients» accountants and attorneys to address investment, tax, generational wealth and philanthropic goals.

He enjoys serving as a financial advisor to a broad range of clients and utilizing SBA lending programs that best meet their corporate profile and financial goals.

In an email sent out at the end of January to Raymond James employees, Reilly called a recent leaked White House memorandum supporting the DOL as «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goals.»

Kent Mason, a partner with Davis & Harman in Washington, a law firm serving banks and large corporations, says that while the administration's goal «is to require advisors to act in the best interest of their customers, the industry has no concerns with such a requirement, as evidenced by the industry's longstanding support» for an SEC best - interest standard.

Our knowledge and accountability as a financial advisor can help you take the necessary actions to meet your goals.

You'll probably need to make adjustments over time as your goals and income needs change, and that is where your Edward Jones advisor can help tailor this guidance to your specific situation.

As a fee - only advisor, our advice and recommendations are tailored to our clients» investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

You'll probably need to make adjustments over time as your goals and income needs change, and that is where your Edward Jones financial advisor can help tailor this guidance to your specific situation.

Your goal is to build credibility for your brand as an expert and trusted advisor.

This credential stands as proof that the advisor has met the academic and ethical requirements and has the necessary expertise to help clients meet their financial goals.

In the statement, Flanagan said he shared the broad goal of cutting taxes for individuals and businesses as backed by his Republican counterparts in Congress and laid out this week by President Donald Trump's top advisors.

Signing up for a yoga membership, attending a personal development seminar, buying a self - help book, hiring a financial advisor, signing up for a diet program or a scheduling a consultation with a naturopathic doctor are just a few ideas that can help you create momentum towards your vision and reach your goals as soon as possible.

Offering students and families the services of an advisor as they consider transitioning to a full - time virtual school to help them better understand their options and goals is another recommendation I would add.

Scholars will work closely with their advisors in such areas as goal setting, developing strong study and organizational skills, and monitoring overall academic progress.

Each incoming first - year student discusses her goals and plans with a faculty advisor as she begins at Wellesley, who offers suggestions and information about course selection, degree requirements, and opportunities to pursue individual interests.

Our goals as instructors and advisors to our students are to:

At DMHS, where he has taught for the past 11 years, Jocz serves as department chair and Associated Student Body advisor, and is a member of the Instructional Leadership Team, which establishes goals to support high - equality education for students.

Avoiding «sure - thing investments» and those who position themselves as your trusted allies and advisors may be the most critical route to reaching your investing goals.

It's not one size fits all and the amount of money is substantial enough to have a thoughtful discussion with a good advisor who can help you assess your risk tolerance as well as your long - term goals.

The robo - advisor, which invests primarily in ETFs, automatically adjusts your portfolio as needed in order to stay in line with your investment goals.

Why You Might Still Prefer Wealthfront If your main goal, or even one of your goals, is to save for college, Wealthfront is the better robo - advisor, as they offer 529 savings plans.

Consider rebalancing your budget, or talk to a financial advisor to see if your allocations are appropriate for your time horizon, as well as your short - and long - term goals.

I've tried a long time ago, going through an «advisor» who had their personal gain as a goal, not mine, and I got badly burnt.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Being proactive and increasing their financial literacy now will make those future conversations more productive; by «speaking the same language» as an advisor, they'll be better equipped to state their specific goals and discuss potential courses of action.

Just as you don't want your doctor to receive kickbacks from Pfizer for overdosing you on Oxycodone, why would you want your financial advisor — or their institution — to receive kickbacks for overdosing you on inefficient, overpriced, investment product that probably won't help you achieve your investment goals?

Commission - based advisors, in particular, may profit off churning your investments or pushing you toward certain products or services that may not align with your financial goals, such as funneling your money into expensive mutual funds when a low - cost ETF could offer the same benefits.

He worked as a service advisor in the automotive industry (which you'll note is not the finance industry), earned a very modest middle class salary, and has the goal of achieving financial freedom by the age of 40.

As Vice President of Paramount Financial Advisors, Henry Monahan combines a comprehensive understanding of sophisticated and proven retirement strategies with a deep passion for helping families achieve their retirement goals.

Supports multiple financial goals: Like large robo - advisors such as Betterment and Wealthfront, Ellevest focuses on getting investors to their longer - term goals.

A Vanguard advisor will custom - develop a plan that's based on your personal goals and financial situation, and then guide and coach you as much as you want — giving you the confidence that you're doing all you can to reach your goals.

As your financial advisor, we need to understand not only your investment goals, but how your assets are held and any tax considerations that may influence our recommendations.

Recently, I've been in contact with my financial advisor who has been talking me through a few risk management strategies, as well as other short - and long - term financial goals for retirement, kid's...

The goal of the exercise was to see if investors would succumb to a smooth - talking, good - looking salesperson and hire him as a financial advisor.

As your philanthropic advisors, First Bank & Trust's Wealth Management department will work with you to prioritize your causes and create a philanthropic plan that supports your goals and protects your assets from taxation.

As part of identifying such an advisor, make sure there is a mutual understanding that an ostentatious lifestyle is not a valid financial goal.

A robo - advisor is designed to offer much lower costs over using a traditional human advisor as portfolio management and ongoing goal tracking are managed entirely by the client.

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.

By gaining a comprehensive understanding of you as an investor, your advisor is able to create a customized investment strategy that is consistent with your goals.

«With the help of our outside advisors, we will carefully consider this expressed interest in a cash return, within the process of evaluating a range of alternatives, understanding that our goal is, as always, to provide enhanced value to all of our shareholders.»

Whether you are seeking legal representation for a personal injury, debt resolution, insurance subrogation, car accident or slip and fall, the attorney you hire should serve as a trusted advisor and mentor, someone who listens to your goals and identifies options to help you reach them.

As one of your advisor reminds you, the tasks you are given are just suggestions for completing the main goal.

As trusted advisors, we help our clients access private and institutional equity and debt capital to achieve their goals.

For almost 80 years, Kleinbard attorneys have served as trusted advisors and advocates for clients to help them achieve their goals.

For over 75 years, Kleinbard attorneys have served as trusted advisors and advocates for clients to help them achieve their goals.