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The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for...
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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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News and analysis for independent financial advisers on investing strategy, practice management, retirement, regulation. The tax benefits of an HSA make those plans a better option to max out first, although contributing just enough to a company plan to get any matching funds should be first. Apr...
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A Comprehensive Resource Of Financial Planning Tips & Ideas To Help Create Your Ideal Financial Life. Trying to map out your financial future can be a confusing affair. It’s so easy to worry about conserving what you have, not spending too much and where the cash flow will come from. If you’re...
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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...
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Congratulations because you’re looking into financial planning and that’s the first step to taking control of your financial life. Do you feel your situation is challenging and that you need more sophisticated financial advice and financial services? Would you value a relationship with a financial planner who will create a customized personal financial strategy for you? Are you frustrated by...
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Financial Gravity offers integrated tax, business, and wealth solutions for small to mid-sized businesses. Learn more about us here. At Financial Gravity, we believe financial planning, wealth management, and risk management should work hand-in-hand with your tax planning strategy. That’s why we’ve designed our wealth solutions to work synergistically with our broader suite of tax offerings....
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A diversified financial services firm, focused on providing trusted advice and tailored, sophisticated solutions for individuals and institutions. Simply put, our business is people and their financial well-being. That is the foundation on which we were built. A culture of independence gives Raymond James advisors the freedom to offer advice based solely on your best interest. Not our bottom...
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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; We want to know what’s important to them for a successful retirement. Only after we see the...
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A Silicon Valley/San Francisco Bay Area based independent financial advisor located in Palo Alto, California. We help individuals better manage their money. In 1991, investment advice for individuals primarily consisted of a sales-based relationship with a brokerage firm or a proprietary, beat-the-market type strategy from a money manager. That was when former tennis pro Dan Goldie saw a...
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Wiseradvisor.com is focused on finding your ideal financial advisor using a sophisticated matching system. If you are a financial advisor, signup to get high quality leads. Finding a financial professional can be a daunting task. There are literally thousands of people who work with portfolios and retirement accounts in the United States, and choosing the right one for you can seem impossible....
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Frank Financial Advisors provide Fee Only Financial Planning and Investment Advisory service for clients nationwide from our offices in Carlsbad, San Diego. Begins with a number of ways to build wealth through tax-advantageous retirement savings accounts. The available options have become considerably complex over the years. We’ve assembled a collection of articles related to retirement...
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EFinPLAN provides the best online financial planning software for all types of consumers. Take control of your finances by signing up today! Secure.Your information will never be sold or given away to another financial firm, and we will never ask for your account numbers or social security number. We protect the information you entrust to us, using the latest technology to ensure your...
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Thanks for spending some time to get to know my business. The best place to start is with my mission statement. It's simply - to Help people achieve their financial goals while providing world-class Customer Experience at Ultra-Low Costs. We are an Independent, fee-only, financial planning firm with offices in Austin, Houston and Harlingen, Texas. Our goal is to provide financial planning...
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The College for Financial Planning has over 40 years of experience, 140,000 graduates, and a history of successful alumni who have increased both their earnings and their number of clients. Let us help you become one of the nation’s top financial advisors. According to a recent study by Aite Group, the average solo CFP certificant is generating 40% more revenue than a financial adviser without;...
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This is not an offer to sell securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to the residents of Wisconsin and Illinois. We help small to mid-sized businesses manage and maintain a...
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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 by Hammond Iles Wealth Advisors or indirectly through independent third parties, should not be...
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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 free! This secret wealth portfolio has consistently beaten the broader markets by a huge margin. Signup...
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Find a local financial advisor today to help you reach your financial goals. Expert finance guidance and advice is just a click away. The 2009 economic situation has made it difficult to plan for the future, and to grow the assets you need to realize that future. Although there are good investments to be made, finding them requires considerable time, skill, and knowledge, as well as access to...
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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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