Sentences with phrase «with financial professionals»

Lani Baron, Divorce Mediator in Orange County Discusses The Benefits of Working with Financial Professionals in Divorce Mediation: As a divorce mediator in Orange County, I have the benefit of working with many professional couples.

At Alternative Divorce Solutions, we often work closely with financial professionals to assist us through these issues.

The third role of the financial neutral relates to interfacing with financial professionals who are not part of the collaborative divorce team.

Bisys Insurance Group / LifeSource 7/2004 — 4/2005 Internal Wholesaler Handled sales, established and maintained relationships with Financial Professionals selling LifeSource Point of Sale Services of Insurance Products.

Additionally, we provide a gateway to a global network of contacts with financial professionals, US and overseas shipping counsel, and key strategic players.

American Eagle FCU can connect you with financial professionals at LPL Financial who can tailor a personalized plan that factors in your asset value, investment style and long - range objectives.

Researchers explored topics such as investors» relationships with financial professionals, understanding and perceptions of fees charged for investment services, usage of investment information sources, attitudes towards investing and investor literacy.

Encourage students to reach out to trusted advisors in the community and network with financial professionals to whom you may refer students.

Professional money manager and SEC registered investment advisor that partners with financial professionals to help individual clients achieve investing goals.

This is an excellent first step in clarifying the expectations consumers should have in working with their financial professionals.

While with the firm, he worked with financial professionals in equity research, macro-strategy, institutional equity sales, investment banking, and wealth management.

Investors with a fixed - income allocation in their portfolio should meet with their financial professional to ensure they understand the effect of rising interest rates on their overall portfolio, she said.

As you begin discussions with your financial professional, be clear about your expectations and needs.

If you are looking at SRI, ESG or impact investing, it's important to meet with a financial professional who can help you understand how each investment is tracked and to determine which ones are best suited to your goals.

Consult with a financial professional that can help you understand your margins for each product line and to help you decide what the most appropriate coupon offer should be.

Discover how working with a financial professional could help improve your investment outcomes.

Permanent life insurance is an option that could help meet all of these needs; however, fewer than half of those with a financial professional have permanent life insurance and one - quarter don't currently have it, but would like to learn more about it.

The survey, which questioned Americans between the ages of 35 - 60 with an annual household income of $ 100,000 or more, also found that three - quarters of people who work with a financial professional are discussing sources of tax - free retirement income with their professional.

When considering an annuity, the first question to discuss with a financial professional is which type of annuity suits your priorities, your long - term financial goals, and your comfort with risk.

«An individual should sit down with a financial professional to look at their whole picture if the windfall is of any size,» said Alexis Hongamen, a money manager at Federal Retirement Investment Advisers in Orlando, Fla. «For small windfalls, it may be best just to pay off credit card debt and promise themselves never to fall into that trap again.»

The paperwork can be complicated, however, so be sure to check with a financial professional or tax expert beforehand to make sure you're getting it right.

You should always consult with a financial professional should not be considered worthy of your consideration.

He added, «It's always best to sit down with a financial professional or insurance agent to determine the opportune time to move from one policy to the other or to keep both (types of) policies in place.»

Nearly one in two (45 percent) workers expects to work with a financial professional if they have not yet done so as they approach retirement, the survey of 1,002 workers found.

Millennials are most likely to want to meet with a financial professional before purchasing life insurance (73 percent), compared with Gen X (64 percent) and Boomers (69 percent).

We recommend that you speak with a financial professional for more detailed information, but for now, you can use our Retirement Calculator, which can help you estimate how much you will need to retire.

Each annuity contract we offer is different, so make sure to read the terms carefully and work with a financial professional who understands the specifics of these products.

It's important to work with your financial professional to select a variable annuity that suits your individual financial needs and comfort with risk.

Work with your financial professional, who can help you understand these strategies further and make sure you're making the best decisions based on your current financial situation and financial goals.

Work with a financial professional who can help you understand if balance transfers make sense for you.

You should discuss which share class is right for you with your financial professional based on the available options.

If they leave their company, employees can work with a financial professional to roll over the accumulated balance into an IRA or other retirement plan in a tax - free transaction.

In order to receive the funding, you will need to have several forms notarized (home visits by a notary are a convenient option) as well as meeting with a financial professional at a title company nearby your home to «close» on the loan.

Please consult with a financial professional before you ever make any investment decisions and read the Disclaimer page.

It may be a good idea to sit down with a financial professional to evaluate your situation and find the best path for you.

People in these categories should work with a financial professional to examine the options available to them.

In that case, work with a financial professional to prioritize which goals should receive full attention, and which can wait.

To determine your personal risk tolerance, it can be helpful to work with a financial professional and complete an investor profile questionnaire.

In some cases, term life also can be converted to a permanent life insurance policy (you'll want to check with your financial professional on any limitations).

Thus, the decision as whether to buy a bond or a bond fund should be based not only on your goals, but also on the size of your portfolio, your personal preference about how involved you want to be with your portfolio and whether you want to work with a financial professional who is skilled in building and managing a bond portfolio.

You should consult with a financial professional where appropriate.

Work closely with your financial professional to calculate the costs of your goals, prioritize those goals, and identify the best financial tools to help achieve them.

Refine your retirement income plan Although you might have started a retirement income plan with a financial professional already, the process of reviewing and prioritizing goals provides an opportunity to revisit future income needs.

If you need help determining which options work best for your circumstances, you should consult with your financial professional or tax advisor before you start saving.

If there is little cash available to put aside, work with a financial professional on ways to help cut the household budget to free up additional money for savings.

Work with your financial professional to choose a fixed product that suits your long - term financial objectives.

Work with your financial professional to decide whether investing in an annuity may fit in to your financial objectives.

In the same way I look to my doctor to help keep me healthy, working with a financial professional can also bring objectivity and expertise to the process, which our research shows can help investors feel more confident and better prepared for their financial future.

Discuss the Action products with your financial professional to find the right one for your needs.

Consulting with a financial professional during this process can help identify opportunities to strengthen a plan before retirement.