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...
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......
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,......
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......
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......
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......
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......
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......
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......
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 ......
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......
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 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......
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......
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 ......
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......
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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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