Sentences with phrase «work with a professional advisor»

Work with a professional advisor whom you trust and has your best interests at heart.

Nearly three in ten (28 percent) workers report that they and their spouse have ever worked with a professional advisor, researchers found.

We fundamentally believe investors achieve better results when they work with a professional advisor.

We fundamentally believe investors achieve better results when they work with a professional advisor.

We fundamentally believe investors achieve better results when they work with a professional advisor.

We fundamentally believe investors achieve better results when they work with a professional advisor.

We fundamentally believe investors achieve better results when they work with a professional advisor.

Not exact matches

Is your advisor willing to work with or be a part of a team of other professionals, including attorneys, accountants, etc..?

Financial professionals you work with — including your financial advisor, accountant and attorney — should all have copies of your estate documents, said Prendergast.

Brian Graff, CEO of the American Society of Pension Professionals and Actuaries, stated that the White House on Monday «launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»

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

While retirement planning tools like the NewRetirement retirement planning calculator are making it pretty easy for almost anyone to create and maintain a sophisticated and detailed plan, many people appreciate the peace of mind that working with a professional financial advisor can offer.

MMCI works with financial institutions, family offices, philanthropic organizations, and professional advisor groups, providing educational workshops and public speaking programs.

«Professional advice has a positive influence on other retirement planning behaviors including: increased usage of tax - advantaged savings vehicles, improved asset allocation, and greater portfolio diversification,» IRI says, noting that 53 % of Boomers working with an advisor report confidence in retirement expectations versus the 21 % of Boomers without an advisor who report the same.

When in doubt, consult a qualified real estate professional who knows the local market, then work over the figures with a financial advisor.

A team of professionals with deep expertise and extensive experience in specialized areas that will work with your financial advisor to meet your needs.

For 12 years she worked with Scotiabank and held various roles such as a professional / business advisor, branch manager, and Manager Commercial Banking.

This means that you pay for just the time your advisor works with you or for you, just like the as - needed, professional services provided by your doctor, dentist, attorney or CPA.

Additionally, we will work closely with your financial advisor and other estate and tax professionals to develop a comprehensive strategy for your situation and goals.

The Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company.

RxEAL team, advisor and partner network consists of entrepreneurs, web engineers, blockchain developers, lawyers, marketing specialists and industry professionals with years of experience working together, growing companies to global scale and delivering pioneering products and services.

His professional experience includes working as a management analyst with the Oregon Executive Department, as a business advisor to the City of Eugene and as an executive director of Metro Partnership Inc..

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Program Description: During the month - long Directors Lab, eight fellows work with an accomplished group of creative advisors and professional production crews, rehearsing, shooting, and editing key scenes from their scripts.

As principal legal officer and advisor to the Secretary, it coordinates and oversees the work of the Department's many legal offices, with approximately eighty lawyers and professional staff.

Our financial advisors are experienced professionals with many years of work in the retirement and investment fields.

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.

Work with an AXA Advisors Financial Professional to create a personal risk profile.

In this first of a 10 - part CD series produced for the PBS Show, «Financial Fitness After 50» (2012), Paul discusses how to identify an advisor who will provide all the services you need to ensure you maximize the advantage of working with a professional.

Should you choose to work with an AXA Advisors financial professional, they'll work with you however you feel most comfortable, and break down financial concepts and decisions into small, manageable steps.

With a team of dedicated Reverse Mortgage Professionals who go through a comprehensive American Advisors Group Loan Officer training program and licensing process, and must pass federal and state tests to earn their licenses, you have a powerfully knowledgeable professional working with With a team of dedicated Reverse Mortgage Professionals who go through a comprehensive American Advisors Group Loan Officer training program and licensing process, and must pass federal and state tests to earn their licenses, you have a powerfully knowledgeable professional working with with you.

Work with a professional financial advisor to ensure that your bond swap execution strategy helps you meet your investment goals and that you understand the tax implications of pursuing such a plan.

Fee only financial advisor in Austin TX and San Antonio TX Our focus is working with young professionals to help grow wealth over time.

That's why it's important for us to work as a team with your advisors, sharing knowledge and making the most of these professional resources.

An advisor creates a plan to help you reach your goals, but the real value of working with an advisor is having ongoing support from a professional who's an investor, just like you.

Work with AXA Advisors» financial professionals to realize immediate tax benefits that can lower your taxable income and enable assets you set aside for retirement or education funding to accumulate without immediate taxation.

Working with an experienced, professional mortgage advisor should be very helpful if you find yourself in this kind of situation.

If it's beyond your capability, you should hire a professional financial advisor to work with you to determine a date that's right for you.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

I am staying with Nicola Knight, an art advisor, and her home is a testament to her niche skills in the trade — the walls are hung with a mix of work by professional contacts and emerging painter friends from our days back in Baltimore.

These goals are achieved through six to twelve month residencies that include monthly advisor meetings, formal critiques, and studio visits with NYC curators and art world professionals, and opportunities to exhibit their work.

To make MoMA's photography course as comprehensive as it is, curator Sarah Meister worked closely with a number of photographers, art professionals, MoMA educators, curators, digital media advisors and producers.

A full - time staff of 39 works with a 12 - member Board of Directors, some 5,500 donors, some 500 academics and professional economists who serve as Policy Advisors, 33 senior fellows, and 275 elected officials who pay dues to serve on our Legislative Forum.

With our more than 4,200 fraud investigation and dispute professionals around the world, we assemble the right multidisciplinary and culturally aligned team to work with you and your legal advisWith our more than 4,200 fraud investigation and dispute professionals around the world, we assemble the right multidisciplinary and culturally aligned team to work with you and your legal adviswith you and your legal advisors.

Not only do our family and divorce specialists have the expertise to answer these questions, we have the support of our colleagues in our agricultural, corporate and trust and tax teams for specialist input, and we can call on an extensive network of professional advisors (such as land and agricultural valuers and accountants) who we have worked with in previous farming cases.

Business development is finding creative ways to work with other companies other than law firms, trust officers, financial advisors, senior housing, other professional associations and trade organizations.

Law firms, law enforcement agencies, accounting firms and other professional advisors working with sensitive client information

Mr. Lynch's practice involves working with investment banks, accounting firms, and other professional advisors to provide integrated professional services to the firm's clients who are engaged in merger and acquisition transactions.

We also work with foreign lawyers, accountants and advisors to ensure that there is proper coordination among all professionals to ultimately attain the client's goals.

We dedicate our time to working with professional services firms including law firms, engineering companies, and financial advisors who want to increase their productivity and free up their time to build even stronger, more successful businesses.