Sentences with phrase «toward financial planning professionals»

Though geared mainly toward financial planning professionals, this book should be of interest to anyone nearing or in retirement.

Though geared mainly toward financial planning professionals, this is a very well written book for those desiring a deeper understanding of the mathematics of asset allocation.

Not exact matches

Financial professionals from brokerage firms, banks, or insurance companies may focus on selling investment products like specific mutual funds, annuities, and insurance products instead of offering comprehensive financial planning to guide you toward your short and long - teFinancial professionals from brokerage firms, banks, or insurance companies may focus on selling investment products like specific mutual funds, annuities, and insurance products instead of offering comprehensive financial planning to guide you toward your short and long - tefinancial planning to guide you toward your short and long - term goals.

An accomplished professional with diverse background encompassing legal practice, financial planning, compliance and education, seeks to apply experience and abilities toward a position with a progressive organization.