Category Archives: Financial Planning

Sam Thornal Receives Chartered Retirement Planning Counselor(SM) Designation

Posted by on November 4, 2011 1 comment

Sam Thornal Receives Chartered Retirement Planning Counselor(SM) Designation










Addison, TX (PRWEB) November 22, 2010

Sam Thornal CFP®, CDFA(TM), ChFC®, a Senior Financial Advisor with Ameriprise Financial in Addison, TX has also achieved the professional designation of Chartered Retirement Planning Counselor (CRPC®) through The College of Financial Planning. Thornal successfully completed the rigorous requirements that include course work and a series of examinations covering the following areas: The Retirement Planning Process & Meeting Multiple Financial Objectives, Sources of Retirement Income, Personal Savings: Investing and Planning for Retirement, Employer-Sponsored Plans, Individual Deferred Compensation, Planning for Incapacity, Disability & Long-Term Care, Retirement Plan Distributions, Asset Management & Investment Strategy During Retirement, Income Taxes & the Retiree and Estate Planning.

The CRPC designation signifies coursework that focuses on the pre- and post-retirement needs of individuals. Individuals with the CRPC designation must agree to meet the requirements of The College for Financial Planning.

As a Senior Financial Advisor with Ameriprise Financial, Thornal focuses on helping his clients plan their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact at Sam Thornal 972-866-7969.

Ameriprise Financial, Inc., is a diversified financial services company serving the comprehensive financial planning needs of the mass affluent and affluent. For more information, visit ameriprise.com.

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2010 Ameriprise Financial, Inc. All rights reserved.

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Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP

Posted by on May 30, 2011 1 comment

Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP










Dallas/Fort Worth, TX (PRWEB) April 23, 2005

Steve Blankenship, CFP®, a nationally recognized financial planner, is conveniently located in the heart of the DFW Metroplex. Located in historic Grapevine, Texas, Steve’s firm, Heritage Financial Planning, offers fee-only financial planning to people from all walks of life.

Steve has been named “One of the Best Financial Planners in Dallas/Fort Worth” by D Magazine and has been featured on the cover of Financial Planning Magazine. Steve has been sought out by local and national media on numerous occasions and has appeared in The Dallas Morning News, Fort Worth Star-Telegram, Kiplinger Personal Finance and BusinessWeek among others. Steve has also served as a technical advisor for Money Magazine on multiple occasions.

Steve was recently highlighted by Financial Planning Magazine as one of three financial advisors from across the country that represents the “Next Generation of Advisers.” A graduate of Baylor University, Steve is among a small but growing number of advisers that actually earned a college degree in financial planning.

Steve is a Member of The Garrett Planning Network, Inc., the nation’s largest organization of hourly as-needed financial planners. He is also a member of NAPFA, the largest organization of professionals dedicated to championing fee-only financial planning. He can be reached at (817) 410-5725. Or email him at Steve@HeritageFinancialPlanning.com. For more information, visit http://www.HeritageFinancialPlanning.com.

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eFinPLAN Announces New Financial Planning Software for Consumers

Posted by on February 2, 2011 1 comment

eFinPLAN Announces New Financial Planning Software for Consumers












Columbus, OH (PRWEB) June 28, 2007

eFinPLAN today announced the launch of its new Web-based comprehensive financial planning software designed to help consumers reach their financial goals and improve their financial health and literacy.

While most financial services companies pursue only the wealthiest individuals, eFinPLAN is designed to help people of all income levels. It focuses primarily on the underserved “middle market,” where only 1 percent to 2 percent of the 108 million households make use of professionally accredited financial planning professionals that are Financial Planning Association members, according to research by the Journal of Financial Planning.

eFinPLAN’s new software platform is comprehensive and personalized. Unlike narrowly focused products such as retirement planning or college planning “calculators,” it covers 50 financial planning topics.

The software utilizes many innovative features, including:


Quick and easy answers available online
No lengthy downloads or memory occupying software
Changeable and accessible 24/7 from any computer
Educational software has been designed to increase financial knowledge and includes a Web site Learning Center
Demystifies financial planning since the tools, resources, and knowledge enables users to exercise greater individual control and “Take the Mystery out of Financial Planning”
Private and secure platform removes fear of embarrassment or loss of privacy — no identifying numbers (e.g. Social Security) or names required
Costs thousands less than hiring a planner and makes no unwanted investment or insurance plans offers

In addition to the traditional areas of planning, eFinPLAN also covers numerous issues that other plans fail to address. These include factors that impact financial health such as money habits, transportation, debt, technology, relationships, values, charitable planning and utilizing trusted professional advisors.

“Creating solutions to help people take control of their financial lives is our paramount goal,” said Kent Irwin, CEO and founder of eFinPLAN. “People need help — home foreclosures are up, household debt has risen, the average savings rate is the lowest than since the Great Depression and a large percentage of baby boomers have not saved enough for retirement.”

“We believe financial planning and education will help many people achieve their goals, avoid traps, and provide the knowledge to recover from financial difficulties,” he said.

Press contact:

Kent Irwin

CEO and founder, eFinPLAN

614-905-6430

http://www.efinplan.com

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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Robert Pagliarini, CFP Promoted to Vice President of Financial Planning Assocation Los Angeles Chapter

Posted by on December 27, 2010 1 comment

Robert Pagliarini, CFP Promoted to Vice President of Financial Planning Assocation Los Angeles Chapter










(PRWEB) March 8, 2004

Robert Pagliarini, CFP was promoted to Vice President of the Financial Planning Association Los Angeles chapter. The Financial Planning Association is the membership organization for the financial planning community. Robert extends his support of this organization by taking on additional responsibility.

“I’m fortunate to be in a position where I can give back to such a worthwhile organization,” says Pagliarini.

About Robert Pagliarini

Robert Pagliarini is a Certified Financial Plannerpractitioner and is the Executive Vice President of Allied Consulting Group—an independent and “conflict-free” wealth management firm in Westwood that specializes in working with individuals and business owners. Robert graduated from UCLA’s personal financial planning program and is currently enrolled in a Master’s program in Financial Services. Robert has been interviewed by CNN, CNN Financial, The Wall Street Journal, The Los Angeles Times, Bloomberg Wealth Management, Los Angeles Business Journal, and National Public Radio’s financial program MarketPlace. Robert may be contacted by phone at 310-474-9801 or by email at rpagliarini@alliedconsulting.com.

About Financial Planning Association

The Financial Planning Association is the membership organization for the financial planning community. FPA has been built around four Core Values – Competence, Integrity, Relationships and Stewardship.

FPA’s primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession. FPA’s strategy to accomplish its objectives involves welcoming all those who advance the financial planning process and promoting the CFP marks as the cornerstone of the financial planning profession.



















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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Governor declares Financial Planning Week

Posted by on December 25, 2010 1 comment

Governor declares Financial Planning Week® in Georgia Oct 5th through 11th










Atlanta, Georgia (PRWEB) September 27, 2009

The Honorable Governor Sonny Perdue has issued a proclamation declaring October 5 – 11, 2009, as Financial Planning Week in the state of Georgia. Similar proclamations were issued regionally by the Mayors of Augusta, Savannah, Columbus and Athens.

Financial Planning Week, strongly supported by the Financial Planning Association® (FPA®), will consist of a series of public events and educational seminars throughout Georgia that are designed to help individuals discover the value of financial planning and understand the financial planning process.

FPA of Georgia (http://www.fpaga.org), along with other FPA chapters across the country, will strive to promote the value of financial planning during Financial Planning Week. FPA of Georgia, with 750 members, has exciting plans underway for the week throughout the state. FPA members will be promoting the value of financial planning through a series of consumer oriented educational seminars in connection with Junior Achievement, GA Tech, University of GA, FDIC, Life Enrichment Services Inc., and the Georgia Consortium for Personal Financial Literacy.

FPA is the leadership and advocacy organization connecting those who provide, support and benefit from financial planning. FPA is the Heart of Financial Planning™ and represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers.

FPA has 96 chapters throughout the country representing more than 28,500 members involved in all facets of providing financial planning services. FPA is the community that fosters the value of financial planning and advances the financial planning profession.

For more information on FPA’s Financial Planning Week, please visit http://www.FinancialPlanningWeek.org and http://www.fpaga.org or phone (770-516-8322 / 800.647.6340). For information about the events scheduled for Georgia please contact James Daniel at 678-566-3711.

The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.

CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth

Posted by on December 12, 2010 1 comment

Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth












Toronto, ON (PRWEB) September 1, 2006

TriDelta Financial Partners’ Certified Financial Planners (CFP™) and financial advisors can now offer a unique financial planning and estate planning approach called the TriDelta Maximizer Strategy, to connect the dots across all financial solutions.

How the TriDelta Maximizer Strategy works:

On initiation of every financial planning engagement, each TriDelta financial planner goes through a detailed financial plan with their client, reviewing investments , life insurance , mortgages , and retirement goals including tax and estate planning issues.

“We are able to provide this comprehensive financial review because each financial planner holds the Certified Financial Planner™ (CFP™) designation, and we have access to almost every investment, life insurance, and mortgage product in order to implement the plan effectively ” says Ted Rechtshaffen, President, TriDelta Financial Partners.

Following the financial review, the TriDelta financial advisor uses all of the financial tools to craft and implement the best solution for the client. One potential solution is the TriDelta Maximizer Strategy which combines the power of borrowing, investing, insurance and tax planning to best build their client’s wealth.

The Maximizer Strategy can be used equally for individuals in their 40’s as a unique investment and retirement planning tool that can provide returns of over 10% after tax, while clients in their 60’s and 70’s can use the same strategy to support estate planning objectives to significantly grow their Estate with no impact to their cash flow. In many cases, TriDelta Financial Partners can help a client grow their Estate by over $ 500,000 simply by shifting existing assets and using the Maximizer Strategy.

Such opportunities and strategies are rarely presented to the vast majority of individuals because most financial sales people only focus on their specific area – and the types of products that they can offer. Quite simply, TriDelta financial planners and advisors offer the kind of financial peace of mind people have been looking for, but have not received from their stock broker, mutual fund sales person or bank.

About TriDelta Financial Partners

TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and advisor specialists offer investment, mortgages, insurance, retirement planning and estate planning solutions to Canadians. TriDelta Financial Partners work on a fee basis and have access to the entire market for the best combination of products, ensuring that clients receive optimized solutions to maximize their financial wealth and achieve financial peace of mind.

For further information: contact

Ted Rechtshaffen, President and CEO,

TriDelta Financial Partners

(416) 512-8338

http://www.tridelta.ca

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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.