Sentences with phrase «of professional financial advisors»

With that likely outcome, let's take a look across the big pond to see what happened when the United Kingdom banned commissions in favor of fee - for - service compensation.The UK's Association of Professional Financial Advisors, recently completed their third edition of The Financial Advisor Market: In Numbers.

If you can afford it, consider enlisting the aid of a professional financial advisor.

When you're ready to get serious about achieving your financial goals, most of us can benefit from the help of a professional financial advisor or retirement planning expert.

If either of you feels that your knowledge of certain financial topics needs improvement, make an effort to educate yourself, be patient with each other, and feel free to enlist the assistance of a professional financial advisor, if necessary.

A process, often done with the assistance of a professional financial advisor, to address goals related to financial needs for individuals, families, and small businesses.

Not exact matches

Marc Kiner, CPA, is co-creator of the National Social Security Advisors certification program, which provides financial professionals a foundational educational program in major Social Security topics, such as claiming strategies, coordination of spousal benefits and benefit calculations.

Evelyn Jacks is Founder and President of Knowledge Bureau, a national educational institute for the continuing professional development of tax and financial advisors and author of 52 books on the subject of tax preparation, planning and wealth management for Canadian families.

With a majority of wealth managers offering seemingly similar services, it is likely that when the forever - skeptical Gen Xers look at the wealth advisor space, they don't immediately see what differentiates one financial professional from another.

CNBC asked that question of financial advisors Scott Hanson, Peter Mallouk, Ron Carson, Louis Barajas and Cathy Curtis, who each welcomed the opportunity and weighed in with some professional financial advice.

Financial professionals you work with — including your financial advisor, accountant and attorney — should all have copies of your estate documents, said PreFinancial professionals you work with — including your financial advisor, accountant and attorney — should all have copies of your estate documents, said Prefinancial advisor, accountant and attorney — should all have copies of your estate documents, said Prendergast.

The web of other perpetrators spreads from family and may include friends and neighbors, caregivers and aides, attorneys and financial advisors and, finally, strangers and professional scam artists.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

«We have identified a great firm in Sterne Agee to bolster our Global Wealth Management group with the addition of more than 700 financial advisors and independent representatives increasing advisor professionals by 35 %.

A substantial part of the increase appears to come from advisors at insurance firms, based on a recent WealthManagement.com and FUSE Research Network survey of more than 520 advisors and financial professionals.

We must act now, to lay the foundation for a true profession of fiduciary investment and financial advisors, dedicated to the service of our fellow Americans, and granted by consumers the very attributes of trust and expert - level compensation which skilled professionals so justly deserve.

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer.

Reach out to professionals that can help you with certain areas of business, such as financial advisors and lawyers.

While retirement planning tools like the NewRetirement retirement planning calculator are making it pretty easy for almost anyone to create and maintain a sophisticated and detailed plan, many people appreciate the peace of mind that working with a professional financial advisor can offer.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

Many of these prospects also want a professional financial advisor, but don't know where to look for one.

You should not make any financial investment or trading decision, based on any of the information presented without first undertaking independent, due diligence, and consultation with a professional broker, or competent financial advisor.

You'll receive a high level of personal attention from a senior financial advisor, who's a Certified Financial Planner ™ proffinancial advisor, who's a Certified Financial Planner ™ profFinancial Planner ™ professional.

To learn more about the advantages and tax implications of a Roth IRA, talk to a financial advisor or a tax professional.

He has served on many local, state and national boards of directors, including as president of both the Golden Gate and East Bay Chapters of the Society of Financial Service Professionals, president of the National Association of Insurance and Financial Advisors (NAIFA)-- San Francisco, and as a member of the National Board of Directors of The Society of Financial Service Professionals.

If you're worried that you won't have enough income for the lifestyle you want in retirement, you might want to discuss with a financial advisor or insurance professional about the potential benefits of using annuities as part of your overall retirement plan.

The Investments & Wealth Institute (a professional body for Financial Planners) published a report «Five Challenges Facing the Next Wave of Retirees» that addresses several specific challenges that future retirees and their advisors will face.

A team of professionals with deep expertise and extensive experience in specialized areas that will work with your financial advisor to meet your needs.

For Financial Advisors: WebCalcs ® for Advisors lets you login and create professional looking financial plans on a variety of topics for one lFinancial Advisors: WebCalcs ® for Advisors lets you login and create professional looking financial plans on a variety of topics for one lfinancial plans on a variety of topics for one low price.

The need for deeper advisor awareness and understanding of the broader role Social Security claiming strategies can play in creating a secure retirement was becoming abundantly clear and it was at that point I realized a firm dedicated solely to the education of financial professionals made sense.»

The only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies designation.

The day also featured the dedication of the new David Kotok / Cumberland Advisors Financial Information Laboratory equipped with Bloomberg Professional Services.

Establish a solid team of professionals to help you grow — financial advisor, tax accountant and bookkeeper, lawyer.

The Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company.

Prior to making any investment decision, you are advised to consult with your broker, investment advisor or other appropriate tax or financial professional to determine the suitability of any investment.

In addition, the IPC Advisory board includes industry professionals outside Edward Jones, as well as our own financial advisors, so we can receive a wide variety of diverse input and perspectives.

Glen Martin, David Hunter and Susan Cook all hold the Certified Financial Planner (CFP ®) designation and we are also members of NAPFA, the country's leading professional association of Fee - Only financial Financial Planner (CFP ®) designation and we are also members of NAPFA, the country's leading professional association of Fee - Only financial financial advisors.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

Although many professionals may call themselves «financial planners,» only 20 percent of all financial advisors hold the CFP ® certification.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

New York, NY About Blog WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.

San Diego, CA About Blog Workable Wealth's blog is all about helping Millennials make sense of the complicated world of finance and financial planning.Fee - only financial advisor based in San Diego working locally and virtually across the country helping young families, professional and entrepreneurial women, and military families.

Our Wealth Advisors are LPL registered, seasoned industry professionals, averaging 18 years of financial services experience.

Our financial advisors are experienced professionals with many years of work in the retirement and investment fields.

You acknowledge that your personal financial circumstances are unique, and that before any information you obtain through the Service is acted upon, you should obtain the advice of a financial advisor or other financial planning professional who is aware of your personal financial circumstances.

You may want to consult a financial advisor or tax professional to help you determine which type of IRA is best suited to your needs.

Use your advisor as a sounding board As you consider your decision, talk to your financial professional, who can help explore the financial and personal impact of entering retirement with or without a mortgage as part of your overall retirement planning strategy.

They could pay a professional financial advisor to manage a portfolio of stocks, bonds, and / or mutual funds.

Be sure to consult a qualified financial professional, a tax advisor, and an estate - planning attorney to make sure that you're prepared for this new — and exciting — stage of your life.

Finance professionals served by Alpholio ™ are financial advisors and planners, pension fund managers, college endowment managers, mutual fund managers, family office managers, fund of funds managers, securities brokers, retirement plan sponsors, etc..