Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

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. This fee covers not only investment management, but also financial planning.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Your Richest Life

NOVEMBER 11, 2022

Update Your Estate Plan. If this year brought major changes to your family, like births, deaths or marriages, you might need to update the information on your estate plan. Here’s a guide to reviewing your estate plan. Prepare for a Potentially Difficult New Year. About Your Richest Life.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Financial Planner 110

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Your Richest Life

MARCH 15, 2022

Charitable Giving: How to Work it into Your Life, Budget and Estate Planning. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Natural Disasters: Prepare Your Family and Help Others. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Consulting 130

Your Richest Life

OCTOBER 1, 2022

Estate planning documents. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Birth certificates. Debit and credit cards. Titles and deeds. Insurance policies. Food Storage. About Your Richest Life.

Food 104

Food Insurance Certification Fee Only 104