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Business Finances
Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Articles and Blog
Featured Articles on Financial Planners
- Retirement Plans for Small Businesses
- Business Owners: Quadruple Retirement Plan Deductions with Defined Benefit Plans
- Responsibilities of a Plan Sponsor
- Buy-Sell Agreements Keep Your Business Afloat
- Does the Business Owner need Disability Insurance?
- The Eight D's of Buy Sell Agreements
- Organizing Your Business as a Limited Liability Company
- Should our family business form an FLP?
- Fiscal Fitness for the Self-Employed
Employee Benefits
Protecting Company Assets
Starting Your Business
Business Strategy
Featured Financial Planners...
Henry Zupko CFP Financial Planners from South Amboy,NJ
Peace of Mind and Retirement Security! We work primarily with pre-retirees, retirees, and those who have recently left their employment and want to be sure that their 401(k), IRA, and other retiremen......
George Kiraly, CFP®, MBA Financial Planners from Short Hills,NJ
LodeStar Advisory Group, LLC is an independent, "Fee-Only" Wealth Management firm committed to helping individuals and business owners achieve their long-term financial goals, using a comprehensive,......
David Appleby Financial Planners from Bradenton,FL
Established in 2002, Our financial firm specializes in working with clients who are retired or approaching retirement. When analyzing a client’s risk tolerance we find most clients would rather reduc......
Ricardo J. Ferreira Financial Planners from Doylestown,PA
You need someone who knows how to help you grow and protect your wealth. As a licensed financial professional, I can provide assistance on a range of financial issues matching your investment portfoli......
The McLennan-Hix Group at Financial Planners from Hendersonville,NC
As your Financial Advisor, we will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As ou......
Randall G. Larson, CFP®, CIC, CFS® Financial Planners from Irvine,CA
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide......
David Cohen Financial Planners from Rockville,MD
My business is all about fulfilling my clients' life goals through Financial Planning. Provide financial, retirement and estate planning services for businesses and individuals. Provide full range of ......
Aaron Johnson Financial Planners from San Mateo,CA
Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the be......
J Scott Miller Financial Planners from Blue Bell,PA
Blue Bell Private Wealth Management is a full-service fee-only investment management firm located in suburban Philadelphia. For over 39 years, Scott Sr. and his team have been dedicated to helping ou......
Philip D. McMullin Financial Planners from Fayetteville,GA
Since begining in 1978 I believe that our clients understand that confidently navigating today’s complicated financial landscape requires professional advice. They have also come to appreciate that a ......
Christopher Hanford Financial Planners from Walnut Creek,CA
Are you going to outlive your money, or is your money going to outlive you? Providing sufficient Retirement Income for people is the central challenge for today’s financial advisors. I have the abil......
Joseph Bert, CFP Financial Planners from Altamonte Springs,FL
Providing fee-based investment advice through our SEC-registered investment advisory firm, CFG has grown to be the largest independent firm in Central Florida having 10 Certified Financial Planner pro......
Bill Bancroft CIMA® Financial Planners from Potomac,MD
Bill Bancroft has been advising clients with an objective and personal approach at Convergent since 2000. As the Executive Director, he is responsible for the entire experience of the firm’s Independe......
Leigh Bivings, Ph.D., CFP, CDFA Financial Planners from Boston,MA
Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by workin......
Jim Dillon Financial Planners from Roseville,CA
Jim Dillon, a Chartered Financial Consultant, has been an independent financial and insurance advisor for over seven years. He is currently an Investment Advisor Representative with Transamerica Fi......
Vince DiLeva, MS, CFP®, AIF Financial Planners from Redondo Beach,CA
Successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. The ......
Brian Low Financial Planners from Baton Rouge,LA
To help you achieve financial security. Brian Low Financial Group is a valuable resource for many people who are attempting to bring their financial objectives within reach. Our professionals have ......
Gordon Bernhardt Financial Planners from McLean,VA
At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, mod......
John Lohrenz Financial Planners from San Diego,CA
JKL Management is the continuation of the successful wealth management careers of five former Merrill Lynch colleagues: John Lohrenz, Kelly Newell, Zac Fielder, Jim Finley and Rayna Gomes. Founded in......
Mike Johnson, MBA Financial Planners from Lehi,UT
Pillar Index Advisors is a boutique wealth management firm providing customized wealth preservation/growth solutions for a select group of investors. We are a fee-only Registered Investment Advisor (......
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Financial Planner ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
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