Asset Planning Strategies Launches New Web Site
Bingham Farms, Mich. (ContentDesk) May 25, 2006 Asset Planning Strategies (APS), a Michigan branch agency of First Allied Securities and the investment advocate of estate, tax, financial planning and money management services to the Great Lakes region, announced today the launch of a redesigned corporate Web site at www.assetplanningstrategies.com.
The new APS Web site contains information on all of the firms services including retirement planning, tax planning, estate planning, money management, and 401(k) rollovers. Clients and prospects will find valuable resources at the new site such as upcoming workshop schedules, financial calculators, and information-packed newsletters and articles.The new Web site will communicate future topics and invited guests on the Asset Planning Strategies sponsored radio broadcast show Your Money & Ken Stern, which airs on WJR 760 AM every Saturday afternoon. The new site is packed full of investment and estate planning information tailored specifically for area retirees, auto workers, and educators, stated John Giangrande, president of Asset Planning Strategies.
Visitors will find it useful even if they are not APS customers today. About Asset Planning Strategies:Asset Planning Strategies (APS) headquartered in Bingham Farms, Mich., provides estate, tax, financial planning and money management services through the broker/dealer First Allied Securities, Inc.
to individuals and small businesses in the Great Lakes area.
With over 50 years of combined investment experience, the professionals at APS strive to help their clients make more money, pay less tax and protect their hard-earned savings.Serving the public as an investment advocate, APS takes a comprehensive approach to protecting and growing your assets, considering all factors that impact your financial situation and working with you to develop a strategy to maximize your existing assets for your future.
The APS team has specialized investment, tax and legal expertise that works together to chart the best course for your financial planning.
APS experts can be heard live every Saturday during Your Money with Ken Stern broadcasts on WJR 760 AM radio.
For more information, visit www.assetplanningstrategies.com..
Guagenti & Associates Purchase Joel Agency
Newark, NJ January 30, 2003 ? Guagenti & Associates LLC founded by Russell P. and Enza Guagenti CPA's, announce the purchase of Joel Agency accounting and tax practice. A fixture in the Ironbound section in Newark, NJ for the past 32 years, Joel has provided accounting and tax services and maintains a stellar reputation in the community. The team at Guagenti & Associates will build upon the relationships established over the years and plan to take the services offered to the next level with the addition of financial planning, mortgage and refinancing, business loans
and numerous other financial services.Russell and Enza bring to the table a wealth of financial experience gathered from years in the private and public sector. They offer business and personal tax planning and preparation, financial and business consulting, business start up, financial statement preparation and college and retirement planning.
With over 35 years of combined business, financial and...
Financial planning > Guagenti & Associates Purchase Joel Agency
Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP
Steve Blankenship, CFP?, a nationally recognized financial planner, is conveniently located in the heart of the DFW Metroplex.
Located in historic Grapevine, Texas, Steve's firm, Heritage Financial Planning, offers fee-only financial planning to people from all walks of life.Steve has been named "One of the Best Financial Planners in Dallas/Fort Worth" by D Magazine and has been featured on the cover of Financial Planning Magazine.
Steve has been sought out by local and national media on numerous occasions and has appeared in The Dallas Morning News, Fort Worth Star-Telegram, Kiplinger Personal Finance and BusinessWeek among others.
Steve has also served as a technical advisor for Money Magazine on multiple occasions.
Steve was recently highlighted by Financial Planning Magazine as one of three financial advisors from across the country that represents the "Next Generation of Advisers."
A graduate of Baylor University, Steve is among a small...
Financial planning > Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP
They Say You Can Only Plan on Two Things, Death and Taxes
Santa Rosa, CA (ContentDesk) October 6, 2005 -- So who can you trust to create your living trust? Spiritus Financial Planning Inc., founder Mark Zaifman recommends estate planning attorney Rob Kenney as they recently have created a strategic alliance regarding the inevitable world of money, taxes and death.Zaifmans thriving financial practice has lately seen much more sophistication in his clients. People who do financial planning understand that after a lifetime of working hard and saving smart, the last thing they want to do is hand over huge portions of their estates to taxes or worse yet, to attorneys looking to drag out probate. As Spiritus clients have continued to ask Zaifman for this service, he knew he had to find a resource who would be a match for Spiritus clientele; a financially sophisticated, highly educated and business savvy group who are also smart regarding money issues. Kenney, with his legal expertise, strong tax background and easygoing style fit the bill perfectly.The...
They Say You Can Only Plan on Two Things, Death and Taxes
Financial planning > They Say You Can Only Plan on Two Things, Death and Taxes
Leaving a Legacy – It’s Not Only For the Super Rich
(ContentDesk) July 2, 2006 -- When Warren Buffets $30 billion donation to the Gates Foundation made major headlines, the principals at the Legacy Planning Institute were quick to point out that Buffet did not make this decision overnight. Says Principal Dennis McDine, Buffet is only doing what we are helping our clients do ---plan a legacy. You dont have to be a Sam Walton or a Rockefeller to leave a legacy; strategies to increase wealth and expand influence have no real financial barriers. Individuals who have a strong desire to take what they have earned and build something for the future--regardless of wealth can do legacy planning. Buffets legacy is his investment in an existing foundation that has already proved it can put his money to good use, the Bill & Melinda Gates Foundation, said Dennis McDine. Most individuals fail to realize they have an unlimited capability to determine how future generations will remember them. Developing a plan that helps achieve those goalsmore...
Leaving a Legacy – It’s Not Only For the Super Rich
Financial planning > Leaving a Legacy – It’s Not Only For the Super Rich
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Troy, MI (ContentDesk) October 27, 2004 -- Mary Ann Golin CFP?, CRPC, a leading Financial Expert & Advisor, breaks from Merrill Lynch to launch GOLIN CONSULTING, LLC, an Expert Witness and Financial Planning Services company headquartered in Troy, MI, offering its services throughout the United States.Since the beginning of her career in 1981, Golin boasts an unblemished CRD as a Financial Consultant and Branch Manager, and has served as an NASD Arbitrator since 1988 and Chairperson since 1996, is a member of the Financial Planning Association, and is a distinguished MENSA member."The ability to analyze the investment at issue, provide information as to the rules violated, and appropriately assess the damages is what both counsel and client look for in an Expert Witness." Says Golin.With extensive court experience and legal knowledge, Golin Consulting provides claimants and respondents with expert witness services during securities & investment litigation, arbitration and mediation with...
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Financial planning > Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
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
DANIEL F. YASHAREL, Named an Accredited Estate Planner
(ContentDesk) September 10, 2004 -- DANIEL F. YASHAREL, MSFS, CFP?, CLU?, ChFC?, SENIOR VICE PRESIDENT, The AFP GROUP is newly certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils.
His office is at 11835 W. Olympic Boulevard, Suite 1150 East, Los Angeles, CA 90064.The Accredited Estate Planner (AEP) designation is a graduate level specialization in estate planning designation, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
The AEP designation is available to attorneys, Chartered Life Underwriters, Certified Public Accounts, Certified Financial Planners?, Chartered Financial Consultants and Certified Trust and Financial Advisors.
It is awarded by the National Association of Estate Planners and Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, and professional reputation...
DANIEL F. YASHAREL, Named an Accredited Estate Planner
Financial planning > DANIEL F. YASHAREL, Named an Accredited Estate Planner
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