WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

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Tobias Financial

JULY 11, 2023

That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. Why is the CFP® designation crucial to us?

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Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. We get paid based on a percentage of a client’s assets that we manage. What does it mean to be a fiduciary?

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Park Place Financial

SEPTEMBER 8, 2022

Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Review Their Commitment to Their Clients . Are they fiduciary?

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Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

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Sara Grillo

AUGUST 14, 2023

Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Someone who has a conflict of interest can not operate as a fiduciary.

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Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

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