Sentences with phrase «practicing as a financial planner»

Not exact matches

Travis: I actually started out as a practicing financial planner.

In my twenty years of experience as a lawyer who does estate planning as part of his practice and teaches lawyers, financial planners and paralegals about the topic, I find that the increased litigation costs associated with a do it yourself will (on average) is about ten times as large as the savings associated with doing it yourself.

In general the method of both case studies was to focus on practicing lawyers as authors, not journalists, financial planners, or law professors.

As noted above, many financial planners are self - employed or employed in small, independent practice groups.