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Find an Advisor - Locate a Fee-Only Financial Advisor

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor Search. My Saved Search Results ( 0. Locate an advisor near you:. Find an advisor by name:. If you have a particular concern, or want to filter results based on a selected criteria, use the Advanced Search below. Your results will include advisors who specialize in at least one of the areas of expertise selected. Advising Employee Benefit Plan Participants. Financial Issues Between Generations. Planning Is...

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NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor Search. My Saved Search Results ( 0. Locate an advisor near you:. Find an advisor by name:. If you have a particular concern, or want to filter results based on a selected criteria, use the Advanced Search below. Your results will include advisors who specialize in at least one of the areas of expertise selected. Advising Employee Benefit Plan Participants. Financial Issues Between Generations. Planning Is...
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Find an Advisor - Locate a Fee-Only Financial Advisor | findanadvisor.napfa.org Reviews

https://findanadvisor.napfa.org

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor Search. My Saved Search Results ( 0. Locate an advisor near you:. Find an advisor by name:. If you have a particular concern, or want to filter results based on a selected criteria, use the Advanced Search below. Your results will include advisors who specialize in at least one of the areas of expertise selected. Advising Employee Benefit Plan Participants. Financial Issues Between Generations. Planning Is...

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findanadvisor.napfa.org findanadvisor.napfa.org
1

Advisor Profile

http://findanadvisor.napfa.org/Members.aspx/View/3659/6021

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor - Search Results. My Saved Results List ( 0. Brown Wealth Management, LLC. 12100 Singletree Ln Ste 175. Eden Prairie, MN 55344-7938. Email Timothy B. Brown. Timothy B. Brown. AIF, CFPÂ , CFA, MBA). This advisor specializes in the following areas of expertise:. Charitable Giving - Trusts and Foundations. Helping Clients Identify and Achieve Goals. High Net Worth Client Needs. Middle Income Client Needs.

2

Firm Profile

http://findanadvisor.napfa.org/Firms.aspx/View/7154/8424

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor - Search Results. My Saved Results List ( 0. 300 Harding Blvd Ste 103D. Roseville, CA 95678-2471. 300 Harding Blvd Ste 103D. Roseville, CA 95678-2471. Advisors At This Office. Larry Frank, CFPÂ , MBA. Indicates that the advisor works out of more than 1 office. Work with someone who is actually developing thought and processes that others in the profession are adapting. Http:/ www.cfp.net/.

3

Advisor Profile

http://findanadvisor.napfa.org/Members.aspx/View/6715/6317

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor - Search Results. My Saved Results List ( 0. 15600 Wayzata Blvd Ste 100. Wayzata, MN 55391-1434. Email Richard L. Epple. Richard L. Epple. BS, CFPÂ ). This advisor specializes in the following areas of expertise:. Helping Clients Identify and Achieve Goals. Planning Issues for Business Owners. Retirement Planning and Distribution Rules. Typically within 10 years of retirement or actively retired. Rick firs...

4

Advisor Profile

http://findanadvisor.napfa.org/Members.aspx/View/7840/5803

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor - Search Results. My Saved Results List ( 0. 1997 Annapolis Exchange Pkwy Ste 300. Annapolis, MD 21401-3273. Email Charles K. Ryan. Charles K. Ryan. This advisor specializes in the following areas of expertise:. Hourly Financial Planning Services. Insurance Related Issues, including Annuities. Investment Advice without Ongoing Management. Retirement Plan Investment Advice. Additionally, he is a financial r...

5

Firm Profile

http://findanadvisor.napfa.org/Firms.aspx/View/5691/6041

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor - Search Results. My Saved Results List ( 0. Alpha Financial Advisors, LLC. 8260 Greensboro Dr Ste 125. McLean, VA 22102-3894. 8260 Greensboro Dr Ste 125. McLean, VA 22102-3894. Advisors At This Office. Eric Hess, CFPÂ , ChFc. Indicates that the advisor works out of more than 1 office. Alpha Financial Advisors, LLC. Add this firm to your saved firm list.

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Resources – Inner Financial Health | John McConnell, Ph.D.

http://www.johnmcconnellphd.com/areas-of-practice/financial-health/resources-inner-financial-health

John McConnell, Ph.D. Psychologist and Marriage and Family Counselor. My Teaching and Academic Interests. Licensure & Affiliations. Couples – FAQ. Just Starting A Relationship? Child Custody & Divorce. Resources – Intimacy. Money & Relationships. Resources – Inner Financial Health. Addictions & Recovery. Alternatives to 12-Step Programs. Residential Drug and Alcohol Treatment Centers. 12-Step, SMART, or Other Treatment? Addiction Resources – Prentiss. Resources Hypnosis and Pain. Hours & Appointments.

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How to pick the right funds in your 401(k) | Woodlands Portfolio Management

http://wpminvest.com/how-to-pick-the-right-funds-in-your-401k

Small Business Retirement Plans. Small Business Retirement Plans. How to pick the right funds in your 401(k). Posted on September 12, 2014. This is excellent advice for the DIY type investor. However, you’ll find it much easier if Woodlands Portfolio Management rebalanced your 401k for you. Published: Sept 12, 2014 5:00 am ET. A Principal at Moisand Fitzgerald Tamayo, LLC. DAN’S LATEST POSTS. RETIREMENTORS IS POWERED BY. So many funds, so little time …. It is really overwhelming and it seems like there a...

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John | Woodlands Portfolio Management

http://wpminvest.com/author/admin

Small Business Retirement Plans. Small Business Retirement Plans. How much do you need to retire? Posted on September 18, 2014. How much do you need to retire? A rule of thumb: Save at least 8x your ending salary. But 7 key variables can change that. How much money do you need to save for retirement? It’s a simple enough question. But the answer is complicated because there are so many variables some known, others impossible to pin down that can shape the answer, sometimes dramatically. We got to 8X by s...

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Planning Perspectives Newsletter - NAPFA - The National Association of Personal Financial Advisors

http://www.napfa.org.cqlcorp.net/consumer/PlanningPerspectivesENewsletter.asp

NAPFA - National Associations Of Financial Advisors. Press and Public Policy. How to Find An Advisor. How to Find An Advisor. Importance of Financial Planning. NAPFA's free quarterly e-newsletter, shares short educational articles submitted by NAPFA members. Subscribe here. To receive future issues. Each quarter NAPFA will email you a link to the latest issue. Share your email address with anyone! You have the option to unsubscribe at anytime. August - October 2014. April - July 2014. January - March 2014.

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Three Elements of REAL Financial Planning - NAPFA - The National Association of Personal Financial Advisors

http://www.napfa.org.cqlcorp.net/ThreeElementsofREALFinancialPlanning.asp

NAPFA - National Associations Of Financial Advisors. Press and Public Policy. How to Find An Advisor. How to Find An Advisor. Importance of Financial Planning. How to Find An Advisor. Importance of Financial Planning. Three Elements of REAL Financial Planning. Infographic - The Three-Legged Stool - V3.

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NAPFA Events - NAPFA - The National Association of Personal Financial Advisors

http://www.napfa.org.cqlcorp.net/conferences/NAPFAEvents.asp

NAPFA - National Associations Of Financial Advisors. Press and Public Policy. How to Find An Advisor. How to Find An Advisor. Importance of Financial Planning. NAPFA conferences are high-intensity events packed with educational events, keynote speakers who lead the industry, and opportunities to learn and share with your peers. May 12 - 15, 2015 Spring Conference, Grand Hyatt,. San Diego, CA. October 20 - 23, 2015 Fall Conference, JW Marriott.

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Mutual funds are inferior to index funds

http://www.cthomasthames-review.com/mutual-funds.html

As a business review guy. I've done some reading up on mutual funds. Here's what I've found. Jim Cramer says In study after study, year after year, it has been shown that the vast majority of actively managed mutual funds under. Like annuities, mutual funds are not trading vehicles. Even no-load actively managed mutual funds are expensive. They simply make up for it. By having high annual management fees. Actively managed mutual funds have annual expense ratio fees that are often 10 times higher. Of acti...

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Purtill Financial LLC

http://www.purtillfinancialllc.com//faq.html

Why choose Purtill Financial? Why pay for your services when I can get free advice elsewhere? How do I find the right fee only adviser? How can I verify the credentials of an investment adviser? Who will I work with if I become a c. Lient of Purtill Financial? What is your client base like? What kind of clients qualify to work with your firm? Besides the asset management fee, are there any other expenses that could be charged to me as a client? Does Purtill Financial provide legal or insurance advice?

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Find an Advisor - Locate a Fee-Only Financial Advisor

NAPFA: The National Association of Personal Financial Advisors. Back to NAPFA Home. Find an Advisor Search. My Saved Search Results ( 0. Locate an advisor near you:. Find an advisor by name:. If you have a particular concern, or want to filter results based on a selected criteria, use the Advanced Search below. Your results will include advisors who specialize in at least one of the areas of expertise selected. Advising Employee Benefit Plan Participants. Financial Issues Between Generations. Planning Is...

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