Tobias Financial

JULY 11, 2023

The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. It signifies a commitment to professionalism, ethics, and a fiduciary duty to act in our clients’ best interests. Why is the CFP® designation crucial to us?

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Certified Financial Planner Financial Planner Fiduciary Duty CFP 40

Darrow Wealth Management

OCTOBER 1, 2024

Trustees have a fiduciary duty to abide by the terms of the trust and make distributions to beneficiaries accordingly. Work with an attorney in your area in conjunction with your financial advisor and CPA to develop a coordinated strategy that meets your needs. What are common terms of a trust?

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Assets Estate Planning Distribution Taxes 98

International College of Financial Planning

AUGUST 31, 2023

We can add something on how CFP are the most reliable advisors available in the market (Think of Certified Financial Planners (CFPs) as financial architects who’ve wholeheartedly embraced high standards of expertise, integrity, and professionalism.

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Portfolio Certified Financial Planner Investing Investments 52

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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Wealth Management Management Risk Tolerance Retirement Planning 59

Carson Wealth

JANUARY 14, 2023

Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.

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Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

APRIL 17, 2023

This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services. What does it mean to be a fiduciary? It is one of the most recognized and respected financial planning certifications in the industry.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. to create wealth.

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Wealth Management Financial Planning Financial Advisor Taxes 52

Walkner Condon Financial Advisors

APRIL 21, 2023

This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services. What does it mean to be a fiduciary? It is one of the most recognized and respected financial planning certifications in the industry.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

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.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Good Financial Cents

JUNE 11, 2023

We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. This is absolutely key with any financial advisor you talk to, whether in person or online. Fiduciary duty means the party has a legal obligation to put your interests above their own.

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Management Investing Investments Accounting 80

Park Place Financial

NOVEMBER 29, 2022

At Park Place Financial, our team of certified financial planners (CFPs) is committed to working with clients to help them create and follow a financial plan that provides the flexibility and peace of mind they need.

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Retirement Planning Retirement Certified Financial Planner Planning 52

WiserAdvisor

AUGUST 18, 2023

They can offer personalized financial planning, comprehensive investment management, retirement planning, and tax optimization, among several other things. Moreover, fee-only advisors are often viewed as fiduciaries, which means they are legally obligated to act in their client’s best interests.

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Financial Advisor Commission Fee Only Financial Planning 52

Park Place Financial

SEPTEMBER 30, 2022

At Park Place Financial, our team of certified financial planners (CFPs) believes in working with clients to craft customized financial plans that suit their unique circumstances. Our financial retirement planners also collaborate to give you access to multiple perspectives and levels of expertise. .

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Retirement Retirement Planning Certified Financial Planner Fiduciary Duty 52

Park Place Financial

NOVEMBER 29, 2022

We have the knowledge and resources to guide clients through the entire estate planning process, from drafting wills to founding trusts. Our team utilizes financial strategies backed by hard-date and academically validated principles and adheres to our fiduciary duty in all dealings.

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Estate Planning Economics Planning Financial Planner 52

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. The second petition asks the SEC to stop pretending that giving financial/investment advice is “solely incidental” to the current wirehouse business model.

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Financial Planner Financial Planning Commission Sales 40

WiserAdvisor

MAY 31, 2022

Alternatively, if you want to avoid dealing with agents and brokers who could likely persuade you to make a biased financial decision, use the WiserAdvisor’s Advisor Match Tool to find a fee-only professional financial advisor who is governed by a fiduciary duty to act in your best interest at all times.

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Investing Investments License Accounting 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Do advisors breach fiduciary duty when they fail to recommend annuities? Harmonizing the two sides to solve the American retirement crisis.

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Insurance Retirement Financial Advisor License 59

Ron A. Rhodes

AUGUST 6, 2023

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

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Portfolio Management Taxes Clients 61

WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on.

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Estate Planning Planning Taxes Insurance 40