Sentences with phrase «networks of financial planners»

The banks use a funky structure of Australian financial planning law to use subsidiary companies with often - unrelated names to run big networks of financial planners.

The company will work with networks of financial planners who want to help their clients diversify and perhaps mortgage bankers as well, Weiss said.

Not exact matches

The XY Planning Network would be a good place to look for a financial planner focused on people in this stage of life.

Additionally, according to certified financial planner Robert Leitner, president of Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor financial planner Robert Leitner, president of Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor benefits.

Michael Kitces, a certified financial planner and a founder of the new XY Planning Network, said the group has struck a deal with Betterment Institutional to bring the latter's technology to its roughly 75 advisors.

Rodolfo Martinez, a former financial planner who is currently the executive director of the Ontario Immigrant Network, says one of the big challenges for Mexican immigrants is auto insurance.

Also, many of the financial planners in the XY Planning Network might be a good fit.

But that help shouldn't come in the form of a gift, explains Karin Mizgala, CEO of MoneyCoaches Canada, a network of fee - only financial planners.

Kitces is also co-founder of XY Planning Network, an organization of financial planners who target millennial and Generation X clients and accept no compensation from selling financial products.

The Garrett Financial Network has a stable of financial planners who, unlike most advisers, are willing to work for an hourly fee (typically $ 175 to $ 250 Financial Network has a stable of financial planners who, unlike most advisers, are willing to work for an hourly fee (typically $ 175 to $ 250 financial planners who, unlike most advisers, are willing to work for an hourly fee (typically $ 175 to $ 250 an hour).

Afterwards, your financial planner should be able to call on her network of professionals to make sure your family tax bill is cut to the bone.

Rodolfo Martinez, a former financial planner and current executive director of the Ontario Immigrant Network, advises newcomers to take out one or two credit cards or lines of credit that total around $ 3,000.

The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee - Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long - term commitments.

«The conventional wisdom is that young people should «save early and save often» in retirement accounts,» said Michael Kitces, certified financial planner and co-founder of the XY Planning Network and publisher of the Nerd's Eye View financial planning blog.

For over 35 years we've formed a strong support network of top specialists, medical, rehab, financial and other professionals and life care planners who help brain injury survivors return to a fulfilling life.

I am attorney Jason Waechter, and I have put together a network of lawyers, doctors, nurses, physical therapists, financial planners and other top experts across the United States to help victims of medical malpractice, with diagnoses including Cerebral Palsy, Erbs Palsy and Shoulder Dystocia.

You could get a 30 - year policy for half or two - thirds of the amount you need, and a 20 - year policy for the other part, says Tim Maurer, a certified financial planner in Charleston, S.C., and director of personal finance for the BAM Alliance, a network of independent financial advisers.

Vancouver, BC / Canada About Blog Money Coaches Canada (MCC) is a national network of skilled, fee - only financial planners and money coaches that can help you get out of debt, plan for the future & achieve financial independence.

The Divorce Source Network consists of divorce lawyers, divorce mediators, divorce counselors, and divorce financial planners which will all help you through your divorce.

Ms. Campbell has been trained in both mediation and collaborative divorce and is a member of the Institute for Divorce Financial Analysts, the Association of Divorce Financial Planners, California Divorce Planners Network, International Academy of Collaborative Professionals, Collaborative Practice San Francisco, Collaborative Practice East Bay, and Collaborative Council of the Redwood Empire.

Ms.Campbell is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association and California Divorce Planners Network.

The Center maintains a network of consultants including accountants, lawyers, financial planners, career counselors, psychotherapists and child psychologists.

She is a member of the Institute for Certified Divorce Financial Analysts, the California Divorce Planners Network, the International Academy of Collaborative Professionals, Association of Divorce Financial Planners, the Financial Planning Association — Los Angeles Chapter, Collaborative Practice — California (CP - Cal)-- Board Member, the Los Angeles Collaborative Family Law Association, A Better Divorce group and is an Associate member of the South Bay Bar Association.