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At American Financial Planner, we enjoy helping each of our clients through the unique financial obstacles they face throughout their lifetime, but in doing so, we are fighting a larger cause. Unbeknownst to the masses, from 1970 – 2008 the nation has undergone a massive Right-Wing Reconsolidation of Wealth that has concentrated 50% of the nation’s earning to the top 10%: The same ratios...
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More and more individuals and families are using the services of fee-only independent advisors to help them with their personal financial plans and investments. The reason for this trend is simple, with a fiduciary, fee-only advisor you have a dedicated and unbiased professional that not only has your best interest at heart, but also adheres to the highest standards of ethics within an industry...
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Welcome to MyFunds! Here you can view the NAVs for all your favourite schemes at the click of a button. All that you need to do is select the ten schemes that you wish to track. The next time you visit MyFunds, the system will automatically display latest NAVs for your schemes. The service is...
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Information provided on this site is intended to be general in nature and should not be considered tax or legal advice. Please contact your legal or tax professional for advice tailored to your own specific needs and circumstances. The information provided on this site, whether directly provided...
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For retirement planning and wealth management in Austin, Texas, your best choice is Reap Financial. It is our responsibility to thoroughly understand your goals and dreams, using our experience to help you realize them. Before presenting financial strategies, we take the time to know our clients;...
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Top Financial Planner Sites (20)Top Financial Planners Sites (19)
Financial planning to meet your unique financial goals. Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. MD&A Financial Management and BFCFS are independent entities. The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry. The...
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"If desktop software is more to your liking, J&L Financial Planner is the most flexible, sophisticated package we found.", "Redoing the Family Office", by Kathy Yakal, Barron's, Dow Jones Business and Financial Weekly: Electronic Investor Section, September 18, 2006. The June 7, 2010 issue of Accounting Today included the J&L Financial Planner in its "A must for the planner's toolbox", by Dave...
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FinancialPlannerCE is the leading provider of online CFP continuing education and CFP ethics courses for financial planning professionals and agents. FinancialPlannerCE offers the largest selection of online CFP CE courses including CFP Code of Ethics. Our online CFP CE courses fulfill Certified Financial Planner Board CE requirements, and start at just $6.95. To order CFP CE courses, including...
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Independent financial advice to assist you in developing a sound divorce financial plan; a Plan that will enable both spouses to survive and thrive after the. “John’s knowledge of the divorce process and his understanding of the emotional turmoil of his clients during divorce make him an extremely effective financial divorce specialist. John’s financial projections (clearly represented in...
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The Retire Advisory Group is a financial advisory firm serving clients throughout the state of Florida. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We understand that it’s important for you to have a trusted financial professional you can count on us to provide you with accurate and helpful information. The...
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We offer education services including college planning, college funding, college finance, college aid planning and more. 123 College works closely with all of our senior counselors to make sure you are getting the best advice for your family. We produce a 75 to 90 page Student Profile Report that clearly explains how all of your income and assets affect how much you are expected to pay for...
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Erica Salda a certified retirement plan financial planner specializing in Federal Employees Retirement System (FERS) retirement benefits. Erica Salda, Chairman & CEO - Ms. Salda is the founder of Federal Retirement Options. Prior to founding the company, she devoted her time to education. A graduate of Westmont College, with a degree in Economics, has been insuring and creating annuities for...
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Certified financial planner on Cape Cod providing 401k advice, pension maximization, fixed annuities, life & disability insurance, business & estate continuation funding. What makes our Cape Cod financial planning company a step above the rest is our customer service. After requesting a quote or contacting us, you'll be met with genuine, approachable individuals whose goal is to help you...
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As fee-only financial planners, we do not accept any commissions or compensation from other sources. When working with Financial Freedom, you can be confident you are receiving independent and objective recommendations. While many investment managers charge fees based on a percentage of assets, we implement retainers to establish our fees. This approach allows us to focus on what really...
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Chicago Financial Advisor, Planning, and Investment Management with a down-to-earth approach to help make achieving financial and life goals a reality. Has your situation become more complex? Have you moved past the common sense solutions but don’t know what to do next? Or maybe your advisor just doesn’t “get you”. We help alleviate the headaches that may come with determining which strategies...
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Financial Planner, Investment and Retirement PlanningCalgary Royal Bank of Canada Strength and stability meets flexibility and independence.This job is a50. Financial Planner, Investment and Retirement PlanningGrande Prairie Royal Bank of Canada Strength and stability meets flexibility and independence. This50. Financial Planner, Investment & Retirement PlanningWinnipeg Royal Bank of Canada If...
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One of the most difficult things to accomplish is to successfully plan for the future while enjoying today. No Regrets contains concrete steps to set specific life and financial goals and shows how to achieve and afford them. Written in a simple, clear manner, these common sense strategies can be implemented by anyone. Learn how to make the most of your money and understand how a financial...
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Get started with Money Dashboard's free personal finance software. Plan for your future with our budget planner & budget tracker and start saving money. Our budget planner will show you what’s safe to spend each month, or what you have left over to start saving money. You can set your own financial goals, whether you want to finally clear your credit card or buy a house. We help by using past...
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Disclaimer The purchase of foreign currency carries a high level of risk and is not suitable for all people. Foreign currency purchases pose risks to buyers as a result of fluctuations in the value in the currency purchased. The value of any currency purchased may be affected by many political and economic factors applicable to its issuing country. The purchase of foreign currency is neither...
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Buying and Selling Currency Online from the Safest Foreign Currency Exchange Platform with the Best Price Guarantee & 24/7/365 Customer Support. Disclaimer The purchase of foreign currency carries a high level of risk and is not suitable for all people. Foreign currency purchases pose risks to buyers as a result of fluctuations in the value in the currency purchased. The value of any currency...
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