Fee-only Financial Planning. I'm Bridget Sullivan Mermel. I started my fee-only financial planning firm because as a CPA, I saw that so many people wanted a financial planner, but were getting self-interested salespeople and investment advisors with questionable value. I became a CFP®, the...
an advice-only planner might review a client’s investment portfolio and make recommendations about their asset allocation, or they might review a client’s overall insurance coverage and recommend where to increase or decrease coverage. Some advisors who manage assets for clients also provide advice...
You can go online to find many free services that connect financial advisors directly with new clients. While an internet search for "financial advisor near me" will bring innumerable options, the downside is that your information will likely go to multiple advisors. If you prefer a fee-only a...
Find a local Certified Financial Advisor Get Investment and Retirement Advice Meet with Fee-Only and Free Advisors Talk to Retirement Experts Connect with a Financial Planner Zip Code Senior Investments, Portfolio Management, and Retirement Planning Resources ...
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 of the table, so we can best serve their...
My newspaper saved me $25!: Fee Only Financial Planner http://boostyourcredit.savingadvice.com/2007/01/07/my-newspaper-saved-me-25_20079 Back to all Blogs. Or Create your own free blog. Blue and Brown (Default). Fee Only Financial Planner. A financial planner's thoughts on paying down...
My newspaper saved me $25!: Fee Only Financial Planner http://boostyourcredit.savingadvice.com/2007/01/07/my-newspaper-saved-me-25_20079 Back to all Blogs. Or Create your own free blog. Blue and Brown (Default). Fee Only Financial Planner. A financial planner's thoughts on paying down...
My newspaper saved me $25!: Fee Only Financial Planner http://boostyourcredit.savingadvice.com/2007/01/07/my-newspaper-saved-me-25_20079 Back to all Blogs. Or Create your own free blog. Blue and Brown (Default). Fee Only Financial Planner. A financial planner's thoughts on paying down...
My newspaper saved me $25!: Fee Only Financial Planner http://boostyourcredit.savingadvice.com/2007/01/07/my-newspaper-saved-me-25_20079 Back to all Blogs. Or Create your own free blog. Blue and Brown (Default). Fee Only Financial Planner. A financial planner's thoughts on paying down...
My newspaper saved me $25!: Fee Only Financial Planner http://boostyourcredit.savingadvice.com/2007/01/07/my-newspaper-saved-me-25_20079 Back to all Blogs. Or Create your own free blog. Blue and Brown (Default). Fee Only Financial Planner. A financial planner's thoughts on paying down...