Bazsites.com Financial Planning
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On the Web
- Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
- Financial Confidence Advisors Inc. - Provides financial planning services including portfolio planning, retirement, estate planning and insurance. Features online case study, newsletter and links to related resources.
- Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
- Desert Valley Financial Planning, LLC - Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
- Canandaigua Financial Group - Independent financial professionals providing investment planning, financial planning, tax planning and risk management planning. Based in Canandaigua, New York.
- First Financial Group - Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services.
- FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
- Financial Planning Standards Council - Certified Financial Planner - The Canadian regulatory organization awarding the Certified Financial Planner designation. Offers information about fiancial planning, the CFP designation, how to obtain it and a search function to find those so certified.
- Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
- Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
Wikipedia Articles
- Financial planner - A Financial Planner or Personal Financial Planner is a practicing professional who helps people to deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: tertiary education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession ...
- Personal Financial Specialist - CPAs who specialize in personal financial planning can earn a specialist's designation, the Personal Financial Specialist (PFS). This designation is granted by the American Institute of Certified Public Accountants (AICPA) and can only be acquired by CPAs who are AICPA members (binding them to the AICPA's Code of Professional Conduct), have a ...
- Retirement planning - Retirement financial planning refers to a collection of systems, methods, and processes which, in their aggregate, support a family unit's (client's) desire to achieve a state of financial independence, such that the need to be gainfully employed is optional. Retirement planning can be considered a limited or simplified ...
- Financial planning (business) - Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set.
- ISA 300 Planning and Audit of Financial Statements - ISA 300 Planning and Audit of Financial Statements is one of the International Standards on Auditing. It serves to direct all audit works are to be planned in order to perform the audit job more efficiently, timely and effectively.