Professional Financial Advisor in Plano, TX for Business Owners, Retirees, and Pre-Retirees INDUSTRY CREDENTIALS As an Accredited Investment Fiduciary near me and CERTIFIED FINANCIAL PLANNER™ professional, we make it our mission to work alongside our clients, positioning ourselves on the same side o...
How do I find a certified financial planner near me? The CFP Board offers a directory of all its certified CFPs, which makes it easy to find an in-person advisor in your area [7]. This site also allows you to check a CFP’s certification status and check for any instances of discipli...
Niraj Nanal has been my financial consultant and planner for the last 10 years. His method of understanding your requirements and making plans for future liabilities has enabled me to create a reasonable fund for my daughter’s higher education abroad. Disciplined and goal-based investing are the...
If you arrived here looking for a financial advisor “near me”, please note that I work with clients across the USA leveraging an extensive planning portal, video meetings, and other online tools. Why not work your financial plan from the comfort of your home or office? Experienced and Qual...
Lestna Retirement is a CEFEX-certified fee-only wealth management fiduciary advisor dedicated to realizing your financial aspirations and safeguarding your legacy. Our solutions encompass wealth protection, estate planning, investments, charitable giving
1. Which operations can be performed by a maintenance planner role in the corrective maintenance process? There are 2 correct answers to this question. Response: A)Create a maintenance notification. B)Show costs on a maintenance order.
In addition, a CPA near you will usually know other professionals in the area that can help with other financial services. For instance, if you need a lawyer or financial planner, a local CPA can probably refer you to a reliable person or firm near your home. If you’re running a busin...
I am a Certified Financial Planner and have a specific interest in budgeting. I have found YNAB particularly helpful in its ability to assist clients in building awareness in cash flow. I take the judgement out of spending habits and assist people to getting to the truth in their spending. ...