Sentences with phrase «where professional financial advisors»

Not exact matches

Professional financial advisors focus on low - cost investments, locate assets properly in taxable and tax - advantaged accounts, rebalance assets and help clients decide where to draw assets to meet spending needs.

If you work with a professional financial advisor, one uncertainty to address up front is where their motivations lie.

Many of these prospects also want a professional financial advisor, but don't know where to look for one.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

He has a really great story where he began as a personal finance writer and blogger and later moved into the space of being a professional financial advisor.

Rather than debating about how advisors are paid, we should be working to create an environment where all Canadians — irrespective of their net worth — have access to sound financial advice delivered by competent and qualified professionals.

By allowing lawyers to offer legal services in conjunction with other services (what are typically referred to as multidisciplinary practices, or MDPs), where the structure and all its professionals (psychologists, financial advisors,...) are subject to the ethical standards that apply to all law firms,

To obtain the position of a financial advisor, where I can contribute my professional experience in handling financial issues in a major financial sector.

«The Collaborative method of divorce came about when attorneys, financial advisors and mental health professionals saw the need to better protect the integrity of family relationships, especially where children are involved,» said Myra Fleischer, family law attorney and Collaborative Family Law Group of San Diego president.

Unlike in a traditional divorce case, where each spouse may hire and pay for his or her own financial advisor to work exclusively with that party, a financial professional in a Collaborative Divorce is completely neutral.