Mid-Cities Advisor Named One of the ?Best Financial Planners in Dallas/Fort Worth?
Steve Blankenship, CFP?, Founder and Principal of Heritage Financial Planning in Grapevine has been named by D Magazine as one of the "Best Financial Planners in Dallas" in a recent issue of the magazine.
Over 1,000 financial planners in the greater Dallas/Fort Worth area were considered for this prestigious honor.
Fewer than 10 of those honored are from Tarrant County.
Mr. Blankenship is the only fee-only financial planner in Grapevine, Texas and one of only a handful of fee-only professionals in all of Tarrant County.
As a fee-only professional, Mr. Blankenship receives no commissions or other rewards for selling financial products.
About Heritage Financial PlanningSteve Blankenship, CFP? is the Founder and Principal of Heritage Financial Planning, an independent financial planning firm located in Grapevine, Texas. A Certified Financial Planner? professional, Steve was recently featured on the cover of Financial Planning magazine and profiled in the related article. Steve has also just been named as one of the "Best Financial Planners in Dallas" by D Magazine.
He 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 the Financial Planning Association, the largest organization of professionals dedicated to championing the financial planning process. He can be reached at (817) 310-5171. For more information, visit www.HeritageFinancialPlanning.com..
An Internet Radio Talk Show with a Colonial Twist
An internet radio station has teamed up with a local financial planner to launch a new radio talk show named "Poor Richard's Shoebox (C)." Voice America Radio (Tempe, AZ) is working with author Joseph F. Dunphy M.B.A. to produce a pilot, one-hour internet radio show focusing on taxes and personal finances.???? The title reflects two key elements of the show. "Poor Richard" is a reference to Benjamin Franklin, whose autobiography was read carefully by many immigrants seeking a better life in America. The show uses examples from Franklin's work to reinforce basic principles.
The "shoebox" refers to the phenomenon of harried taxpayers, who come into offices of financial professionals carrying "shoeboxes" (or their equivalent) of records in disarray, often at the height of the tax season. Result: they are charged "nuisance fees" for the work of getting organized.???? The show aims to help people find simple, inexpensive ways to avoid these problems. It also helps to point out new...
An Internet Radio Talk Show with a Colonial Twist
Financial planning > An Internet Radio Talk Show with a Colonial Twist
Turbocharged Financial Planning
Financial planning is an ongoing process individuals and businesses should implement by organizing all aspects of their finances. This will assist in identifying financial goals, providing a comprehensive written Financial Plan, and implementing the plan in accordance with the objectives that are most important to you.Comprehensive financial planning should involve these areas and these specific questions.ESTATE PLANNING
- How can you accumulate a sizable estate to pass on as a family legacy?
- How will your hard-earned assets be distributed after your death?
- How can you minimize federal estate taxes and state inheritance taxes?
- How can you best provide for your surviving spouse and children?
- Whom do you want to carry out your wishes?
- How can you accumulate enough in retirement savings and pension benefits to enjoy a comfortable retirement free of financial worry and not be a burden to your family?
- How much (or little) can you expect...
Financial planning > Turbocharged Financial Planning
Financial planning
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