WiserAdvisor > 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
Protecting Company Assets
Starting Your Business
Featured Financial Planners...
We are a full service Independent, fee based financial planning firm. Specializing in written financial plans, wealth management, wealth accumulation, and estate planning. Through our proven process w......
We are dedicated to providing an Advisor - Client relationship unlike anything you may have experienced in the past. We do this by treating our engagement with the heart of a teacher and not a sales p......
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......
Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management......
IRA Rollovers, portfolio construction and management, life, disability,long term care insurance, and financial planning are my specialties. I am dedicated to developing lasting relationships with ......
Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and ......
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 ......
Objective Advice. Personalized Solutions. Blue Ocean Strategic Capital, LLC provides investment management and financial planning services on a fee only basis. Our team of CPAs, PFSs, CFPs, MBAs, a ......
The mission of our firm is to become the last financial decision any client has to make. We strive to provide consistent repeatable results in all cycles of the financial markets & economy. Our disc......
Confidence. When it comes to your future, nothing could be more important. At Greer Financial Group, we can help identify strategies that seek to grow your investments and maintain that confidence. Ou......
Our goal is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service. We help create strategies so our clients pay less in taxes, have more retir......
Are you a
Financial Planner ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
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