Sentences with phrase «planning clients range»
My estate planning clients range from the very modest to the very wealthy.
https://www.rocketlawyer.com/ Not exact matches
Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.
«Australian bitcoin exchange CoinJar will unveil plans to fix the value of the highly volatile cryptocurrency for its clients and offer conversion to a range of different currencies...»
«To ensure that advisors can continue to serve a wide range of clients, the department does not plan to prohibit common compensation practices, such as commissions and revenue sharing, and intends to give firms the flexibility to figure out how to meet their clients» best interest,» the Labor Department says on an FAQ section of its website.
Our clients range from high net worth households to corporations to retirement plans to charitable foundations.
In addition, 70 percent of RIAs agree insurance is key to a holistic financial plan, but only 25 percent of RIAs offer clients a range of insurance products, according to the «RIA Insurance Planning Benchmarking Survey.»
In his current role, Josh manages shareholder services for publicly traded and private companies out of AST's San Francisco Bay Area office where he assists with planning, developing and administering a wide range of services, including stock splits, acquisitions involving both stock and cash exchanges, corporate spin - offs, implementing and administering Direct Stock Purchase Plans, assisting clients with DRS, full dematerialization programs and shareholder information and communication campaigns.
This plan typically includes a strategically - planned for range of risk - taking investments that, in combination, produce an overall portfolio picture consistent with the client's wants.
But with the launch of the Seppeltsfield range — not to mention the planned introduction of the Ryecroft and Quelltaler labels — Randall is now also arguably competing with these clients of his bulk wine business, both in the domestic market and, increasingly, in China.
Skilled Pediatric Care — Our highly trained and experienced nurses work with each client and the client's physician to develop a home - based plan of care which may include a wide range of skilled services to help premature babies, and sick or disabled babies and children.
Her experience and expertise covers UK and international corporate tax planning and disputes, acting for a range of clients from small owner - managed businesses to listed multinationals.
The exact type of plan that I use when I work with a client varies depending on a range of things, such as the pace at which he / she progresses, his / her training background, and his / her posture.
• Billable receipt with IDC - 9 Codes for PCOS and related conditions (MS Word) • PCOS nutrition assessment form (MS Word) • PCOS progress note (MS Word) • PCOS food exchange sheet (MS Word) • Food record with hunger / satiety scale • Mindful eating exercise • Understanding PCOS • About metformin • How food affects insulin levels • Lab tests used to diagnose & monitor PCOS • Sample meal plans for 4 different caloric ranges • Resources for PCOS clients • Shopping for whole grains • Myo - inositol • Vitamin D • N - Acetyl Cysteine • Omega - 3 fatty acids
India plans to open her own business «Inside Out, Health & Nutrition» which focuses on nutrition education and support for clients interested in achieving a greater level of health as well as those who have been diagnosed by a doctor with problems ranging from autoimmune disease to panic disorders.
Birmingham, England About Blog Clearwater is a creative event company specialised in event management and planning for a wide range of clients in the UK as well as internationally.
Edinburgh About Blog 21CC Group Ltd plan, manage and deliver events and event services for a wide range of private, corporate and public sector clients.
I have seen a wide range of client goals over the last decade of financial planning, from clients willing to create a more modest retirement to increase their children's inheritance to retirees who want to spend down every last penny they've saved.
Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.
He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.
From tax planning and investment management, to wealth preservation plans, establishment of foundations, and other philanthropic entities, Excel Tax & Wealth Group offers its clients a full range of tax, financial and estate planning services.
Sky Financial Corporation / the Mortgage Centre has assisted thousands of clients reach their home refinancing goals through our diverse range of mortgage and refinancing plans and options.
Certified Public Accountants - we provide a full range of traditional services to our clients including tax planning, financial statement preparation, budgeting, forecasting and data processing.
The Minnesota College Savings Plan can help a range of financial professionals improve their client's financial well - being and build multi-generational relationships.
Allan S. Roth is the founder of Wealth Logic, an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $ 10,000 to over $ 50 million.
They're well - trained in a broad range of financial topics and scenarios and work with their clients to create financial plans.
Financial planner: This professional helps clients develop a plan for realizing their financial objectives and provide an assessment in almost every financial area ranging from estate planning, retirement, and taxes to insurance, investments, and savings.
«With increasing demand for collective trust funds in the marketplace, we can offer our clients a wide range of options to meet their investment needs,» said John Kutz, managing director, Retirement Plan Services at Victory Capital Management, in the release.
Consulting assignments have ranged from helping investment managers design innovative retirement income solution programs for defined contribution plans, writing public policy and market landscape papers, serving as program manager for an industry - led coalition to increase American's savings, speaking engagements at client conferences, researching specific target - date fund market opportunities, and strategic initiative development.
Explores a range of strategies designed to help clients safeguard wealth through the use of insurance, retirement plans, and the establishment of legal structures such as LLCs and trusts.
Seeking Alpha's Jonathan Liss recently spoke with Gary to find out how he planned to position clients in 2012 in light of his understanding of how a range of macro-economic and geopolitical trends were likely to unfold in the coming year.
This experience has ranged from: helping clients plan, promote and host events at their pet retail stores; small happy hours or gala black - tie events for animal rescue organizations; «ask the vet events;» boutique business - to - business shows; responsible dog ownership classes; events for pet professionals and many others.
Each service offers a wide range of no — and low — interest payment plans for your clients.
Many of my clients don't have any specific plans or goals for their dog, and their lifestyle is flexible enough that a wide range of personality types would fit into their household with no problems.
Holiday Services» IOD Professional system will automate, integrate and centralise almost every aspect of its business including product management, hotel / services contracting, client profiles and tariff rules, a booking engine, client and supplier documentation, accounts receivables and accounts payables, logistics and planning modules, as well as Internet booking engines for clients to purchase the entire accommodation product range online.
I have several clients that are interested in the issue of sea level rise, from a range of perspectives (insurance, engineers, city and regional planning, liability).
We complete waste management plans, environmental assessments and waste reduction strategies for a wide range of clients.
Estate plans may range from a simple will - based estate plan for clients with modest estates to a complex estate plan involving family limited partnerships and tax - driven trusts for more wealthy clients.
Jeff advances his clients» interests in a broad range of contexts, including through the courts, consultations with the Crown and negotiation with industry including, in regard to regulatory decisions, land use and strategic planning, oil and gas, mining, hydroelectric development and the implementation of land claims agreements.
In addition to litigation and advisory work, Vanessa has extensive experience in environmental and planning due diligence and has advised clients on the environmental aspects of a broad range of property and commercial transactions.
Scott monitors state rulings, legislation and court decisions that impact taxpayers and guides his clients in a broad range of substantive issues, from business restructuring and transactional tax planning to constitutional questions such as nexus, discrimination against interstate commerce and unitary combination.
The Private Client team provides a wide range of services, advising on wills, estates, tax planning, Power of Attorney, Court of Protection, trusts and asset protection.
Legal EFX offers scalable e-commerce solutions that range from accepting secure credit card payments to full case or account management for long - term clients and clients on installment plans.
He specialises in advising for both private and public sector clients on a wide range of planning, compulsory purchase, highways and public law matters, with a particular emphasis on mixed - use regeneration, housing, retail, and infrastructure projects.
Tara counsels her clients on all conceivable day - to - day employment matters, ranging from plant closures to advising them on conducting sexual harassment investigations to developing plans of action for employees seeking accommodation of disability, religion, and family status.
We regularly advise clients on the full range of operational and strategic issues affecting healthcare providers, including for example navigating the NHS disciplinary / capability procedure Maintaining High Professional Standards (MHPS), advising Boards on the implementation of seven day services, Consultant Job planning, Doctors» banding claims and pay more generally, including national minimum wage compliance.
With a broad range of skill sets, we focus on four major disciplines: advising on transactions; day - to - day counseling on substantive and tax planning and compliance issues; resolving disputes with taxing authorities and in court; and helping clients obtain private or public guidance from the Internal Revenue Service (IRS) and the US Department of the Treasury.
Morgan Lewis's national State & Local Tax (SALT) practice provides clients with a full range of services — from planning all the way through controversy and litigation.
Our attorneys offer clients extensive experience and innovation in the wide range of legal services needed to manage the complex relationship between employers and employees, including employment litigation, day - to - day counseling, benefit plans, ERISA compliance and litigation, workplace safety and health issues, and immigration and citizenship.
Christopher has experience in advising UK resident and non-domiciled clients on a range of personal matters, from the creation of wills and trusts, through to estate planning.
She advises a wide range of local authority, government and corporate clients on a variety of resource management matters including RMA consenting, designations, district and regional planning, appeals and enforcement.