Sentences with phrase «professional financial guidance»

We support the concept of professional financial guidance.

As your financial partner, you can rely on us for professional financial guidance and convenient access, including both personalized and objective advice.

In its 22 - page brief, the Coalition argues that plaintiffs» claim that DOL's fiduciary rule «will force financial professionals exclusively to use fee - based compensation models that will close off middle - income investors from obtaining professional financial guidance» is «doubly wrong.»

Not exact matches

Seeking professional guidance can also help you tackle more complex financial questions such as:

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.

Financial products such as stocks have a potential for loss and any investments should me made with the guidance of a qualified investment professional and your own kick ass due diligence.

As a special service to our professional partners, Edward Jones publishes complimentary educational brochures and quarterly journals on topics of particular relevance to legal and tax professionals who provide clients guidance regarding financial concerns.

Given the potential financial ramifications of these choices, it makes sense to consult a financial professional for advice and guidance on RMDs.

He has also spent time with the country's most prominent professional experts on the topic of parenting partnerships — including legal, medical, financial and psychological experts — to provide additional guidance to readers.

Professional guidance on company registration, opening a bank account, notifying the payroll provider, sourcing financial systems, insurance, accountants and auditors and budget set - up.

We believe that a basic financial plan, a properly diversified investment portfolio, and guidance from a certified financial planner professional are essential to long term financial success.

The LPL Financial Research department provides research and recommendations, enabling your AXA Advisors financial professional to provide you with confident and informed Financial Research department provides research and recommendations, enabling your AXA Advisors financial professional to provide you with confident and informed financial professional to provide you with confident and informed guidance.

Golden Financial Services is Accredited and Certified with the International Association of Professional Debt Arbitrators (IAPDA) and the Association for Student Loan Relief (AFSLR)-- so you can count on accurate and instructive guidance on how to become debt free in the quickest time - frame.

No matter if you are adding fixed indexed annuities or another retirement vehicle to your financial portfolio, seek guidance from a financial professional to see what products are right for you.

, added, «During a period when investors increasingly need professional investment guidance to help them fulfill their financial goals and dreams, these awards acknowledge industry - leading firms that are paving the way with innovative investment solutions, addressing critical issues like diversity, and giving back to the communities they serve.»

Novice investors should steer clear unless he or she has the guidance of a financial professional with experience creating and executing sound options trading strategies.

If you inherit a retirement account, it might be smart to see a qualified professional to get guidance — perhaps from an accountant or financial planner who works by the hour (such as the folks at the Garrett Planning Network).

To maximize your investing potential, a financial professional can help you avoid common pitfalls, define clear financial goals, provide guidance during volatile or difficult market conditions and help remove your emotions from the decision - making process.

Sharing access has been made available to all plans so that all investors can invite family, friends, and most importantly your accountant or financial advisor to view your portfolio should you require professional guidance.

«It's important to rely on guidance from a strong financial professional who can guide you through buying decisions so you don't make an inappropriate decision,» said Marv Feldman [MFG1] in an interview, president and chief executive officer of LifeHappens, a nonprofit that seeks to educate consumers about insurance products and the insurance industry.

When you want guidance to sort through your options for student loans consolidation and other student loan services, the financial professionals at American Consumer Credit Counseling (ACCC) can help.

You can also get guidance from a trusted insurance professional who can answer your questions and help you determine what your family would need to avoid financial hardship if ever the unthinkable happens to you.

If you are worried about your debt or you need guidance, you should seek help from your family, friends, or even a professional financial advisor.

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.

Long - term, low - frequency traders and beginners will probably appreciate the investor guidance tools and access to help from live financial professionals.

5 MetLife administers the Delivering the Promise, Transition Solutions and Retirewise programs, but has arranged for Massachusetts Mutual Life Insurance Company (MassMutual) to have specially - trained financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing these programs through MetLife.

If you don't have a financial planner, you may need professional guidance regarding your financial future and your 401 (k) account.

An essay by Vanguard founder John Bogle, published in a recent issue of the CFA Institute's Financial Analysts Journal, offers insights and guidance concerning the need for balance between professional values and business values in the world of investing and finance.

An essay by Vanguard founder Jack Bogle, published in a recent issue of the CFA Institute's Financial Analysts Journal, offers insights and guidance concerning the need for balance between professional values and business values in the world of investing and finance.

We also provide veterinary care, transportation of pets to safety, a 24 - hour crisis line, guidance on pet safety planning, legal advocacy to help owners protect their pets via the court system, financial assistance with pet deposits in transitional housing, consultation in the prosecution of cases involving animal cruelty and domestic violence, and community outreach and professional agency cross-training on understanding the role of pets in domestic violence.

Your financial contribution helps us to provide support and guidance to young environmental activists including coaching, leadership training, professional skill building, networking opportunities, and access to Earth Island's network of local and international thought leaders and activists provided to these leaders throughout the year.

With the guidance of a neutral Collaborative Financial Professional, you can have peace of mind as you navigate through the potential minefield of financial decisions in yourFinancial Professional, you can have peace of mind as you navigate through the potential minefield of financial decisions in yourfinancial decisions in your divorce.

Make financial plans and investments for the future under professional guidance and expertise with PNB MetLife Insurance Read More

They can crunch the numbers themselves or visit a professional financial adviser for some guidance.

This tool is a great service for anyone who seeks the insight and guidance from financial services professionals.

Asking for guidance from a trusted insurance professional or financial planner is a great way to gain insight as well.

Throughout my experience as a global financial and investment professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing my clients, employers and staff.

Throughout my experience as a Community Leader, Counselor and Retail Management professional, I have successfully provided strong support and guidance to numerous community members, while implementing efficient and innovative financial solutions to the complex issues facing my community, employers and staff.

Throughout my experience as a Program Analyst professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative administrative and financial solutions to the complex issues facing my employers and staff.

Throughout my experience as real estate sales professional and Property Manager, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions.

Throughout my experience as a Customer - focused professional, I have successfully provided strong support and guidance to numerous management and personnel, while implementing efficient and innovative solutions and support for employers like Bank of America, and Principal Financial Group.

Throughout my experience as a financial accounting professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing today's tough economic times.

Throughout my experience as an IT Help Desk professional, I have successfully provided strong support and guidance to numerous end users, while implementing efficient and innovative technology solutions and support for employers like LCS Financial.

Throughout my experience as a financial and cost accounting professional, I have successfully provided strong support and guidance to numerous accounting members, while implementing efficient and innovative financial solutions to the complex issues facing my employers and staff.

Throughout my experience as a financial and banking professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing my employers and staff.

As a professional she also offers private readings which can be found on her website which lends guidance in your Love Life, Career, Family and Financial expectations.

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

As a leading provider of financial guidance in Seattle, you'll be working with some great minds and helping other businesses and professionals reach their own economic goals.

To utilize my extensive financial systems, logistics management and supply chain management skills as well as my operations and personnel teaming and team building experience to significantly contribute to the success, productivity and profitability of a proven, progressive organization PROFESSIONAL ACHIEVEMENTS OPERATIONS AND LOGISTICS MANAGEMENT (US Navy, LCDR, CDR, GS -343-13) * Responsible for oversight, guidance and dir...

I want to give you financial guidance, yes, but also a connection to a broader community of professionals who can help you succeed in the industry.