Sentences with phrase «to meet one's financial objectives»

This allocation represents how important these asset classes are in meeting the financial objectives of a passive investor.

Managed and balanced accounts for 2.5 million and met financial objectives by staying within budget.

You'll have a harder time meeting your financial objectives if you don't know exactly what they are.

A person who is applying for financial planner must be capable to analyze the financial information that is obtained from the clients for determine strategies to meet the financial objectives of the clients.

This maturity benefit helps meet the financial objectives.

Analyze financial information obtained from clients to determine strategies for meeting their financial objectives.

Anxious to apply knowledge of utilizing approved banking tools to proactively reach out to customers and assist them in meeting their financial objectives.

To assist Account Executives (independents and those located within financial institutions) in helping their customers meet their financial objectives.

The policy will help the clients meet their financial objectives of savings, such as accumulating retirement funds, building a corpus for children, etc..

Money back plans are best for insurance buyers, who need a regular flow of funds, so they can meet financial objectives at different phases of life, such as child's school admission, expenses for higher education, his / her marriage, etc..

Seeking for the position of a marketing coordinator in an organization, where I can work independently and can utilize my wide experience and skills, and help the company to meet its financial objectives with ease.

Exceptionally talented in developing restaurants business and marketing plans, aimed at generating and increasing business, and meeting financial objectives through preparing strategic and annual forecasts and budgets.

Bringing a verifiable track record of maintaining adequate staff levels for the practice, coordinating scheduling and follow - up duties, handling patient inflow and ensuring that the practice meets its financial objectives effectively.

Self - High motivated Professional Leader Coordinate Manufacturing Processes to achieve Annual Operational Plan Management Work Force all levels / Suppliers to achieve Manufacturing and on time delivery and Zero Defects And meet financial Objectives thru Continual Improvement.

Meets financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

This maturity amount helps meet your financial objectives.

Analyzed financial information obtained from clients to determine strategies for meeting their financial objectives.

Developing and maintaining communication with the other departments and Store Manager in the store in order is key in this role to execute merchandising plans which will help to meet the financial objectives of the store.

As long as they meet their financial objectives.

The Personal Wealth Portfolios offer a powerful combination of both separately managed account managers, mutual funds, and Exchange - Traded Funds (ETFs), allowing you to diversify and customize your portfolio to meet your financial objectives.

Our extensive online selection of fixed income investments can help you find certificates of deposit (CDs) or bonds that meet your financial objectives.

First, the allocation is based on the expected return that an investor requires to meet their financial objective, and second, it is based on the amount of investment risk that a person can accept.

We'll also help you understand the current fair market value of your home, your current equity position, and what we can do to meet your financial objectives.

The acts of applying for, obtaining and successfully paying down a small loan demonstrates your ability to make timely payments, meet a financial objective and manage debt without falling behind.

This can help borrowers find an option that meets their financial objectives.

In general financial planners set out to assess every aspect of your financial life and help you learn to budget and build a strategy to meet your financial objectives and goals.

New Akshay Nidhi plan: It provides income at an interval of every 5 years to meet financial objectives and commitments.

With short term investment plans, one can expect optimum returns to meet their financial objectives, but not massive results as in the case of long - term investments.

Meet Financial Objectives: In case of your demise during the policy term, the financial goals & objectives of your family may be put at a risk.

This maturity benefit helps meet your financial objectives.

I can help you protect your family and meet your financial objectives.

The work experience section of a sample Investment Adviser resume can include such responsibilities as marketing and selling products like life insurance, annuities, and investments to clients, and analyzing clients» financial information to determine strategies that will meet their financial objectives.

Meet financial objectives by forecasting requirements, scheduling expenditures, preparing an annual budget, initiating corrective actions and analyzing variances.

Presently seeking a position at The Pavilion, by applying exceptional strengths in establishing business plans, meeting financial objectives, and ensuring recurring business through the delivery of excellent customer services.

Demonstrated expertise in creating and implementing core restaurant policies and procedures, and meeting financial objectives.

An accomplished and skilled professional, looking for the position of an office coordinator, where I can work with the best of my abilities and help the institution to meet its financial objectives.

Meet financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions Work on store displays and merchandise the seasons rotation Evaluate on - the - job performance.