Felten and Associates Announces Major Corporate Expansion
(ContentDesk) June 9, 2005 -- Felten & Associates announces a major corporate expansion to include offices in Stuart, Florida and Woodstock, Vermont; in addition to its corporate office in Vero Beach, Florida.
Ken Felten, owner of Felten & Associates announced that the demand for the insurance and financial services offered through their Vero Beach location has increased to the point where branch offices in Stuart are now necessary.
Expansion into Vermont was considered after so many of Felten & Associates' clients voiced their desire for Felten & Associates' insurance and financial planning services for their northern locations.
"Vermont is centrally located in an area that our clients migrate to every summer.
We want to have offices located close to their winter homes on the Treasure Coast and a location close to their homes along the northeastern seaboard." stated Felten.
Ken Felten announced that future branch openings in other northern states and Florida locations were currently being contemplated also.Several employees were hired or promoted as a result of the expansion plans including: Jean Staniewicz, Promoted to Executive Vice President - Chief Operating Officer. Cathy Sherry, Financial Representative ? Hired to establish the Stuart, Florida location at The Crexent Business Center at 850 NW Federal Highway, Stuart, FL 34994.
Jeremy Odom, Financial Representative ? Hired to augment the financial services team in Vero Beach.
Shellie Granzow, Account Manager ? Hired to assist the commercial lines and employee benefit divisions in Vero Beach.
Additional significant new hires in the Vero Beach office in particular are pending.
Felten and Associates is a 52 year old company offering employee benefits, personal and commercial insurance solutions, and personal and commercial financial planning and investments.
Felten and Associates may be reached by calling (772) 231-2828 or online at www.felten.us..
Veterans Financial Services, Inc., is Pleased to Announce that Robert Dolan, a Retired Veterans Administration Service Center Manager, Has Joined Our Staff
(ContentDesk) June 21, 2006 -- Veterans Financial Services, Inc. (VFSI), of 525 West Chester Pike, Havertown, Pennsylvania is pleased to announce that Robert Dolan will be joining our corporate team. Robert brings 32 years of experience at the Veterans Administration to VFSI.At the Veterans Administration, Robert Dolan worked as a Service Center Manager for the past 13 years. His center managed benefits for over 100,000 families and managed annual payments of over $64 million dollars.Veterans Financial Services, Inc. works with residents of over 400 assisted living communities nationwide to help them qualify and apply for Veterans Pension benefits from the VA.
VFSI's team has over 150 years of combined expertise in the areas of Veterans Benefits, Estate Planning, Financial Planning, Long Term Care, and Medicaid Planning.Brian Newmark, from Veterans Financial Services, Inc., said, "I am excited to have someone on our staff who brings so much inside experience from the VA. We have...
Veterans Financial Services, Inc., is Pleased to Announce that Robert Dolan, a Retired Veterans Administration Service Center Manager, Has Joined Our Staff
Financial planning > Veterans Financial Services, Inc., is Pleased to Announce that Robert Dolan, a Retired Veterans Administration Service Center Manager, Has Joined Our Staff
First Financial?s New Online Trading Service Empowers Individual Investors
First Financial Design, Inc. has launched a new online trading service that allows customers to be personally involved in their stock market transactions without compromising on quality or safety.The service offers online trading for as low as $9.95 per trade. A unique aspect of the new service is the way it provides individual investors with access to a wealth of information and tools usually available only to professional traders and market makers. Clients can also opt for First Financial's personalized execution of their trades.First Financial's online trading software provides individual investors with access to sophisticated risk management and program trading tools, including a unique "Trailing Stop" feature, which works like an intelligent and dynamic Stop Loss order."Say you buy a stock at $25 and want to limit your risk to a 50-cent loss," explains McCulley. "Instead of placing a Stop Order at $24.50, you can place a Trailing Stop of 50 cents.
If the stock falls by 50...
First Financial?s New Online Trading Service Empowers Individual Investors
Financial planning > First Financial?s New Online Trading Service Empowers Individual Investors
UK Resident Doctors and Dentists - Are You Planning Your Financial Future Or Being Sold Policies?
Copyright 2006 Ray Prince
There are really only two types of services you can choose from when getting help with planning your finances, although some financial advisers do not offer both.
The key question you should ask yourself is which one is best:
Financial Advice or Financial Planning?
Clients that get financial advice often end up treating their financial programme like a shopping trip. They simply progress through life collecting policies. It is very much an event driven exercise.
For example, you may have children so you buy some life assurance or see an advert and buy an investment policy etc.
Because it is event driven the advice is reactive/problem solving, and will almost always result in a policy being sold to you (or doing the research yourself and you buying the policy without advice).
The problem with this is that there isn't any form of measurement that takes place until it's too...
Financial planning > UK Resident Doctors and Dentists - Are You Planning Your Financial Future Or Being Sold Policies?
UK Resident Doctors and Dentists - Are You Planning Your Financial Future Or Being Sold Policies?
Copyright 2006 Ray Prince
There are really only two types of services you can choose from when getting help with planning your finances, although some financial advisers do not offer both.
The key question you should ask yourself is which one is best:
Financial Advice or Financial Planning?
Clients that get financial advice often end up treating their financial programme like a shopping trip. They simply progress through life collecting policies. It is very much an event driven exercise.
For example, you may have children so you buy some life assurance or see an advert and buy an investment policy etc.
Because it is event driven the advice is reactive/problem solving, and will almost always result in a policy being sold to you (or doing the research yourself and you buying the policy without advice).
The problem with this is that there isn't any form of measurement that takes place until it's too...
Financial planning > UK Resident Doctors and Dentists - Are You Planning Your Financial Future Or Being Sold Policies?
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
Financial Planning for Your Future
Millions of people give a lot of thought to financial planning but get frustrated and give up before ever making any progress. Making yourself aware of the most common reasons people fail to make a viable financial plan is the first step in reaching your financial goals. The uncertainty of the stock market, social security, and the declining world wide economy have made appropriate financial planning a must for every individual and family. Here are some tips that can make planning for your financial future a more successful experience:A positive attitude is the most important factor in reaching your financial goals. If you continually have negative thoughts about your ability to plan for your future, you are most likely going to fail in your efforts.
A good attitude and the desire to succeed in developing a proper budget and secure financial future will go a long way in helping you reach your goals. It is important to keep your long-term goals in mind and have a positive attitude...
Financial Planning for Your Future
Financial planning > Financial Planning for Your Future
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
Financial planning
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