Sentences with phrase «specialize in financial planning»

Rodgers & Associates financial advisers specialize in financial planning for investors who are retired or expect to retire within five years.

We specialize in financial planning and investment management services for busy professionals and retirees.

Owner Steve Wolfe, CFP ® specializes in financial planning and investment advice customized to your needs on an hourly fee basis.

Every motion, argument and phone call your lawyer makes on your behalf results in an invoice, and a litigated breakup will probably cost $ 40,000 to $ 100,000, estimates Debbie Hartzman, a certified financial planner in Kingston, Ont., who specializes in financial planning for divorce.

Financial Accountant specializing in financial planning, reporting and analysis in both private and public sectors.

She specializes in financial planning for clients who are divorced, widowed or otherwise left to prepare for an independent future.

Not exact matches

Most people in this stage of life could at least benefit from a one - time consultation with a financial planner who specializes in retirement planning.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

Wrenne's firm, Wrenne Financial Planning, specializes in advice to young professionals struggling with student loans.

Mr. Cieslowski has held various positions with major Canadian banks and investment firms, specializing in delivering financial planning, taxation and high net worth client solutions.

Education: Since graduating from the University of Alberta with a Bachelor of Arts degree specializing in Economics, Chris has gone on to achieve the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations.

Larsen Financial specializes in preparing for retirement, planning for specific future needs, and managing assets while in retirement.

Ken Berry, Esq., is a nationally - known writer and editor specializing in tax and financial planning matters.

As an investment advisory specializing in comprehensive financial and investment planning, we can provide our clients with innovative strategies and solutions that are transparent and consistent with their goals.

She was responsible for tax planning and consulting for both public and private companies, specializing in financial services.

Hanna is chairman of Hanna Global Solutions, an employee benefits advisory and administration firm providing global human resource management solutions, and CEO of Hanna Insurance and Financial Solutions Inc., a firm specializing in executive compensation and legacy planning.

Bedoya is president of RB Financial Advisors, a financial consulting firm specializing in retirement and insurance Financial Advisors, a financial consulting firm specializing in retirement and insurance financial consulting firm specializing in retirement and insurance planning.

Currently, George is a Partner at Derby Management, where he specializes in working with early stage and middle market manufacturing, distribution and service companies providing a variety of services including creating financial plans, managing fundraising campaigns, interim financial management, and interim operations and general management.

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning.

Horizons Wealth Management specializes in providing objective and comprehensive financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.

They have been joined in bringing Inner Fire to launch by Thomas Kavet, an economist and public policy expert, who has assisted with business, planning, construction and financial matters, Dr. Sandy Reider, a Harvard - trained physician who has practiced in Vermont for the past 42 years and Dr. Nelson Kloster, a Vermont psychiatrist who specializes in addiction and drug - withdrawal treatment.

Offering the traditional audit, accounting and tax services, the firm specializes in personal financial planning, litigation support, wealth management, business valuation and technology consulting Frequency about 1 post per week.

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

An early bird in the CFP arena (Certified Financial Planner), I eventually left Hutton to start my own company, where I specialized in overall financial Financial Planner), I eventually left Hutton to start my own company, where I specialized in overall financial financial planning.

ABOUT ME Dominique Henderson, CFP ® is founder of DJH Capital Management, LLC., a fee - only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Rob Hassenrik, Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college pPlanning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college financial services industry and specializes in 401 (k) rollovers, retirement planning and college pplanning and college planningplanning.

I specialize in retirement and college planning, and my extensive tax background provides a very good foundation for navigating all of the complexities that go along with your financial life.

«The 20s are all about developing good habits around saving, spending and debt,» says Warren MacKenzie, president of Weigh House Investor Services in Toronto, a firm that specializes in fee - only financial planning.

As an investment advisory specializing in comprehensive financial and investment planning, we can provide our clients with innovative strategies and solutions that are transparent and consistent with their goals.

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's traFinancial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's trafinancial planning to help clients build, manage, grow, and protect their assets through life's transitions.

401k Plan Advisor in Raleigh, NC — Beacon Financial Strategies A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement pPlan Advisor in Raleigh, NC — Beacon Financial Strategies A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement planplan.

Retirement Planning - Bill McDonald, Fee - Only Financial Planner in Madison, WI Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees, featuring DFA (DimensionalPlanning - Bill McDonald, Fee - Only Financial Planner in Madison, WI Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees, featuring DFA (DimensionalPlanning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees, featuring DFA (Dimensionalplanning for middle income retirees, featuring DFA (Dimensional Funds).

Portland Financial Planning Group LLC (Portland, Maine) fee only financial planners Independent fee - only financial planners specializing in retirement planning, estate planning, investments, and iFinancial Planning Group LLC (Portland, Maine) fee only financial planners Independent fee - only financial planners specializing in retirement planning, estate planning, investments, and inPlanning Group LLC (Portland, Maine) fee only financial planners Independent fee - only financial planners specializing in retirement planning, estate planning, investments, and ifinancial planners Independent fee - only financial planners specializing in retirement planning, estate planning, investments, and ifinancial planners specializing in retirement planning, estate planning, investments, and inplanning, estate planning, investments, and inplanning, investments, and insurance.

An attorney or financial planner who specializes in estate planning, or a certified estate planner licensed in your state, will know the laws for properly setting up and maintaining your accounts.

Membership in the Personal Financial Planning (PFP) Section provides access to specialized resources in the area of personal financial planning, including complimentary access to ForefieldFinancial Planning (PFP) Section provides access to specialized resources in the area of personal financial planning, including complimentary access to Forefield Planning (PFP) Section provides access to specialized resources in the area of personal financial planning, including complimentary access to Forefieldfinancial planning, including complimentary access to Forefield planning, including complimentary access to Forefield Advisor.

Blue Water Portfolios — an Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina The CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee - only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment maFinancial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina The CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee - only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment maFINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee - only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment mafinancial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment mafinancial goal planning, and low cost investment management.

San Francisco CFP Fee - Only Financial Planner & Investment Advisor, Michelle Fait Michelle A Fait, founder of Satori Financial LLC, is a fee - only CFP ® specializing in the financial, investment and tax planning needs of working professionals and single clients, particularly those beginning again afterFinancial Planner & Investment Advisor, Michelle Fait Michelle A Fait, founder of Satori Financial LLC, is a fee - only CFP ® specializing in the financial, investment and tax planning needs of working professionals and single clients, particularly those beginning again afterFinancial LLC, is a fee - only CFP ® specializing in the financial, investment and tax planning needs of working professionals and single clients, particularly those beginning again afterfinancial, investment and tax planning needs of working professionals and single clients, particularly those beginning again after divorce.

Silicon Cloud Technologies, LLC specializes in software solutions for investment research and analysis, portfolio management and financial planning with the goal to empower investors and investment managers with better quantitative investment analysis tools.

Patricia specializes in providing objective financial planning and asset management to help clients build, manage, grow, and protect their assets through life's transitions.»

About Blog Affinity Asset Management is a full service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning.

Specializing in income tax return preparation, advice & planning, IRS audit representation and financial consulting.

This financial powerhouse specializes in working with employers to offer financial, retirement, and insurance plans to their employees.

He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.

Michael R. Miley, CRPC at Ameriprise Financial Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717)Financial Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717)financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 [phone]

XY Planning Network is the leading organization of fee - only financial advisors who specialize in helping members of Gen X and Gen Y.

Founded in 1993, IDFA provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning.

«The benefits of maxing out your retirement accounts are huge,» says Jeff Gorton, a Certified Public Accountant and a Certified Financial Planner ™ specializing in individual tax and retirement planning.

San Ramon, CA About Blog Financial Perspectives, a fee - only financial advisor specializes in investment management & retirement Financial Perspectives, a fee - only financial advisor specializes in investment management & retirement financial advisor specializes in investment management & retirement planning.

Offering the traditional audit, accounting and tax services, the firm specializes in personal financial planning, litigation support, wealth management, business valuation and technology consulting Frequency about 1 post per week.

Offering the traditional audit, accounting and tax services, the firm specializes in personal financial planning, litigation support, wealth management, business valuation and technology consulting Frequency about 1 post per week.