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[PDF File]INTRODUCING THE FUNDAMENTALS OF FINANCIAL PLANNING
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financial plan can put you in control so you stay on track regardless of what life throws at you – saving and investing in the types of financial vehicles that are specially designed for your objectives. Working with a financial advisor can help you build a foundation so that life doesn’t take you – or at least your finances – by surprise.
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[PDF File]Financial Tips for Seniors
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Financial Protection Bureau (CFPB), the training, standards and regulatory oversight for more than 50 senior designations used by financial advisors can vary significantly. To learn more about professional designations and for tips on choosing an investment advisor, the …
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[PDF File]PERSONAL FINANCIAL PLANNING FACT-FINDER
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Please remember to attach copies of recent statements for all financial assets such as, bank accounts, brokerage accounts, retirement plans/accounts, mutual funds, etc. (If you have this information in a format of your own design, such as a spreadsheet or Quicken report, please feel free to submit it in place of statements). Other Financial Assets
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[PDF File]Financial Inventory Worksheet
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Financial Inventory Worksheet Company & Location Account Number Contact Phone Number BANKING (PERSONAL) Checking Savings CDs BANKING (BUSINESS) Checking Savings INVESTMENTS Brokerage Accounts 401(k) 403(b) Pension IRA Roth IRA SEP-IRA Keogh Annuity Stock Options INSURANCE POLICIES Life Health Disability Homeowners or Renters Auto Umbrella Other
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[PDF File]Personal Financial Workbook
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Financial Community Guidelines Calculate and compare your spending to the financial community guidelines. Compare your spending to the financial community guidelines Housing 35% Mortgage or rent, taxes, repairs, improvements, insurance, and utilities Transporation 20% Monthly payments, gas, oil, repairs, insurance, parking, and public ...
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[PDF File]PREPARING YOUR PERSONAL/FINANCIAL INFORMATION …
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leave their house quickly. The answer: compile a financial notebook. Would someone else know where your checking and savings accounts are held, what credit cards you hold, who your financial adviser is, where your safe-deposit box is, where your investments are held, who your beneficiaries are or
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[PDF File]A planning checklist: Your total financial picture (PDF)
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Financial professionals, please contact your home office. This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions. This information is not intended as tax advice. Investors should consult a tax advisor.
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[PDF File]KNOW YOUR FINANCIAL ADVISER
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KNOW YOUR FINANCIAL ADVISER 3 Check your adviser’s background Before hiring a financial adviser, it’s a good idea to ask for references and get a background report. If a financial adviser is regulated by state or federal government, you can check the status of his or her license, and find information
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[PDF File]ONLINE CFP® CERTIFICATION EDUCATION PROGRAM
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• A Top 5 CFP® certification program by Financial Planning Magazine • Accelerated online format to meet your time demands • Developed by practicing professionals for practicing professionals • 3 unique learning modes allowing you to accelerate or complete as your schedule permits • Free Practice Management Resources
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[PDF File]UNIFORM APPLICATION FOR SECURITIES INDUSTRY …
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Please indicate whether the individual will maintain a "dual registration" status by answering the questions in this section. (Note: An individual should answer 'yes' only if the individual is currently registered and is seeking registration with a
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Financial advisor free online