Sentences with phrase «personalized financial strategy»

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Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

Your Edward Jones financial advisor can answer your questions, review your current savings and help you develop a personalized strategy to achieve your retirement goals.

The early education expertise of Nurtury will build on CWU's model for adult goal setting and coaching to develop a hybridized strategy that supports the family as a unit to set and attain personalized educational, financial and career - related goals intended to lead them out of poverty.

Shell Retirement, Trust & Investment Services offers personalized retirement, insurance and investment strategies designed to help realize a lifetime of financial security.

The StashAway platform analyses an individual's financial assets, investment time horizon, and risk preferences to personalize portfolios through a systematic asset allocation strategy.

In order to help each client meet his or her financial goal, we base our process on a personalized approach using a range of investment strategies.

Santander Investment Services A Santander Investment Services Financial Consultant will provide you with personalized strategies to help you make decisions to meet both short - and long - term goals by creating an investment strategy tailored to your needs and risk tolerance.

If you choose a Transamerica variable annuity with an investment - only strategy, your financial professional can help you personalize it so you can find a fee structure and surrender charge schedule that work best for you.

Yet the two most common qualified default investment alternatives (QDIAs)-- balanced funds and TDFs — do not address financial planning and personalized strategies, she points out, while managed accounts do.

I believe that personalized service is essential when matching clients with the right financial strategy unique to their goals.

A strong advocate for accident victims» rights, attorney Rogan strives to provide his clients with personalized attention and innovative, effective legal strategies that offer them the greatest opportunity at recovering maximum financial compensation after a serious car accident.

With a financial needs analysis, though, clients can obtain an overview of their current financial situation, along with suggestions and a personalized strategy for their financial security.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks