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 cents in your absence, an order to sell is sent automatically," he says. "On the other hand, if your stock rallies to $30, your Trailing Stop automatically gets reset to $29.50. If the stock starts to fall from the $30 level, the market order to sell is sent automatically when the price reaches $29.50. So, your gain is maintained even if you are not at your computer!"The new online trading service supplements a wide array of services under the First Financial umbrella. With over $50 million under management, First Financial specializes in retirement, tax and estate planning.
With its latest offering, First Financial brings its unique brand of local, personalized service to the world of online trading. "Since we understand that one financial decision can effectively change a dozen more, we leave no stone unturned in identifying potential problems for our clients and creating the right solutions for them," says McCulley. By becoming one of the first financial planning companies to offer online trading services, First Financial continues its tradition of being several steps ahead of the competition. Another recent addition is a new insurance division, providing life, health and long-term health care cover and annuities. First Financial utilizes the services of an in-house insurance specialist, Janie Meyers, as well as those of customer-care executive Jan Smith.
The company also has on tap a wide network of expert planners, attorneys and CPAs to help solve specialized problems for its clients. About First Financial Design, Inc.First Financial Design, Inc. is a financial planning company offering full services in financial planning including retirement plans design and online trading. First Financial specializes in retirement and tax planning and currently has over $50 million under management.Contact Information:Robert Mcculley970-377-1705e-mail protected from spam botsFIRST FINANCIAL DESIGN, INC..
Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
Woodbury, NY (ContentDesk) July 6, 2006 -- Ali Samii, most recently a Financial Services Representative at the Greater New York General Office of New York Life Insurance Company, has joined The Island Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), as a financial services professional.Ali earned his undergraduate degree at New York University, where he majored in Political Science and Near Eastern Studies. He was awarded a master's degree in International Studies from The University of Birmingham in the United Kingdom.At The Island Financial Group Agency, Ali serves as a specialist in Business Continuance, Estate Planning and Wealth Management. He is a member of NAIFA, NAHU, AHIA and AALTCI.The Island Financial Group...
Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
Financial planning > Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
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
FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?
First Published Fall 1993 Eight years ago I was discussing a Financial Planning recommendation with a Judge. He made the comment that he was reluctant to accept recommendations from a 'Financial Planner' because he knew of a lawyer in Vancouver who had been disbarred for misuse of his client's trust funds and was now doing business as a 'financial planner'. Unfortunately, anyone can call themselves a 'Financial Planner. This is true of many professions. Anyone can hang out a shingle as an Accountant.
But, they cannot call themselves a Chartered Accountant unless they have completed a course of studies and are a member in good standing of their professional association. It is a shame that, after all of the financial degrees and courses I had taken that I still had to compete with a disbarred lawyer. When I left the meeting with the Judge I was determined to do something to make sure I would stand out above the crowd. It is sad to say but many in our business are not very honest...
FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?
Financial planning > FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?
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
Credit Cards Web Site Adds Form, Function, Features & Freebies
New York, NY (ContentDesk) March 29, 2006 -- FrankfordFinancial.com's Credit Cards site is more useful than ever. They have introduced 3 new areas of functionality that provide their customers with tools that encourage consumer credit education and a foundation for financial planning.The three main site features of the re-design are as follows:1. "The Financial Organizer". The Financial Organizer is a multi-purpose software tool that creates a foundation for personal, financial and estate planning matters. Writers and developers say the Financial Organizer was "inspired by Hurricane Katrina...We heard so many stories from friends, family and customers who; because they werent organized and prepared, lost all of their vital information.
They are now faced with the nightmare of having to start over and re-do all their financial, personal, medical and insurance information...this digital document is a solution for always being prepared and we hope our customers will find good use...
Credit Cards Web Site Adds Form, Function, Features & Freebies
Financial planning > Credit Cards Web Site Adds Form, Function, Features & Freebies
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
David A. Katzman CPA/CFP? Of Goldstein Lewin & Co. Earns Personal Financial Specialist Credential
(ContentDesk) April 24, 2004--To obtain this credential, Mr. Katzman earned a passing grade on a financial planning examination, submitted references, and documented his business experience in personal financial planning, personal income tax planning, risk management planning, investment planning, and estate planning.
A Certified Public Accountant, Mr. Katzman is licensed to practice in the State of Florida and the Commonwealth of Massachusetts.
He received the CERTIFIED FINANCIAL PLANNER?
(CFP) credential in 1998.The rigorous course of study required to obtain the PFS designation provides me with the additional skills and knowledge necessary to provide my clients with comprehensive financial services," states Mr.
Katzman.
Mr. Katzman has extensive experience working with businesses to resolve auditing and tax issues and with high net-worth individuals to provide financial and trust planning advisory services.
As an eldercare practitioner,...
Financial planning > David A. Katzman CPA/CFP? Of Goldstein Lewin & Co. Earns Personal Financial Specialist Credential
First Financial?s New Online Trading Service Empowers Individual Investors
Financial planning
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