kaplanfinancialadvisors.com
Meet Kaplan Financial Advisors | Fee-Only Advisors Serving Berkeley Heights, NJ | Investment Management | Retirement Planning | Boomer Financial Planning
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Kaplan Financial Advisors, LLC. Eve Kaplan, CFPÂ. Berkeley Heights, NJ. In Transition and Couples. Eve became involved in financial planning in the 1990s because she saw how confused and overwhelmed people felt about making financial decisions. Eve's firm brings clarity, objectivity. And direction to women and couples. Why does Eve believe in the benefits of fee-only financial planning. Eve became a Certified Financial Planner Â. Practitioner in 2004. She combines precision analytics with an approach...
everest-mgmt.com
Everest Management Corp | Home
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PRIVACY NOTICE REGARDING CLIENT PRIVACY. Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Everest Management Corp. In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:.
moneydames.blogspot.com
The Money Dames: December 2008
http://moneydames.blogspot.com/2008_12_01_archive.html
Monday, December 29, 2008. A Lesson Learned from Madoff. 8220;Those with the biggest financial gains generally had their money managed by Madoff. It was an honor having him handle your fortune. He didn. 8217;t take just anybody. He turned down all kinds of people, and that made you want to give the man even more of your money. When he took your fortune, he told you that he would tell you nothing about how he achieved his returns.”-. A Palm Beach based journalist, writing in the New York Post, December 13.
fgginc.com
Financial Guidance Group, Inc. - Sitemap
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Main Street vs Wall Street. Investment Models and Approach. Join our email list:. Our philosophy and approach. Main Street vs Wall Street. Investment models and approach. Our Philosophy and Approach. Main Street vs Wall Street. Investment Models and Approach.
fgginc.com
Financial Guidance Group, Inc. - Who we serve
http://www.fgginc.com/who-we-serve
Main Street vs Wall Street. Investment Models and Approach. Join our email list:. We serve a wide range of clients, from those just starting out to those preparing for, or already in retirement. We also work with companies to help them structure retirement plans and with non-profit organizations needing investment management services. Young Professionals (Generation Y, Born 1977- 2002). If you are a young professional just starting a family, you probably have several questions:. High costs of plans.
fgginc.com
Financial Guidance Group, Inc. - Investment Models & Approach
http://www.fgginc.com/how-we-help/investment-models-approach
Main Street vs Wall Street. Investment Models and Approach. Join our email list:. Our Philosophy and Approach. Main Street vs Wall Street. Investment Models and Approach. Investment Models and Approach:. The Surveyor model is our enhanced-growth allocation. This portfolio is appropriate for investors who wish to grow assets with a minor emphasis on current income and capital preservation. Prospective investors include those who are 10 years away from retirement and do not require significant with...The E...
joycepaynepartners.com
Stewardship
http://www.joycepaynepartners.com/stewardship.html
The fundamental, albeit general, definition of stewardship is “the careful and responsible management of resources.” Focusing in a bit, it is the personal responsibility for taking care of property or financial affairs. Learn more about how we put our clients’ interests first as a fiduciary: www.focusonfiduciary.org. 9030 Stony Point Pkwy. Richmond, VA 23235. 74 West Broad Street. Bethlehem, PA 18018.
greatplainswealth.com
Our Process
http://www.greatplainswealth.com/our-process.html
Assess your current financial position. Review your current risk protection strategy. Define your wealth and legacy goals. Determine your risk tolerance. Evaluate your financial resources. We begin each relationship with a disciplined discovery process that focuses on getting to know you and your family. Our detailed inquiry included gathering critical information that you will need to manage our financial life today and in the future. Analyze your current financial position in relation to your goals.
greatplainswealth.com
Fiduciary Standard
http://www.greatplainswealth.com/fiduciary-standard.html
Great Plains Wealth Management is proud to claim its allegiance to upholding and strictly adhering to the fiduciary standard. For us, as Investment Advisors, it’s really quite simple: we will only do that which is in the best interest of the client, 100% of the time. As fiduciaries, we don’t have a choice; we are legally obligated to act in that manner and we’re proud to do so. To offer a brief lesson, in the U.S. financial planning industry, financial planners (and/or advisors) come in two forms...We’ve...
