#FINANCIAL CALCULATORS FOR YOUR WEBSITE LICENSE#
#FINANCIAL CALCULATORS FOR YOUR WEBSITE PROFESSIONAL#

#FINANCIAL CALCULATORS FOR YOUR WEBSITE PROFESSIONAL#

The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Wealth managers may or may not use discretion in their practice and therefore may not manage their clientвЂ™s assets. The Five Star award is not indicative of the wealth managerвЂ™s future performance. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate the quality of services provided to clients. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The number of client households served 10.

Non-institutional discretionary and/or non-discretionary client assets administered 9. Fulfilled their firm review based on internal standards 5. Been terminated from a financial services firm within the past 11 years F. Filed for personal bankruptcy within the past 11 years E. Individually contributed to a financial settlement of a customer complaint D. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star ProfessionalвЂ™s consumer complaint process feedback may not be representative of any one clientвЂ™s experience C. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star ProfessionalвЂ™s consumer complaint process.

#FINANCIAL CALCULATORS FOR YOUR WEBSITE LICENSE#

Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine B. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not A. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years 3. Credentialed as a registered investment adviser or a registered investment adviser representative 2. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Securities America and its representatives do not provide tax or legal advice. 2nd Opinion Partners, Securities America Inc, and Arbor Point Advisors, LLC. Advisory services offered through Securities America Advisors Inc. Securities offered through Securities America, Inc., Member FINRA/ /SIPC. AmazonвЂ™s bestseller list includes popular products based on sales and is updated hourly. *Navigating LifeвЂ™s Transitions was identified on Amazon as a best seller in the Wealth Management category on. *Awards are not indicative of investment performance.ДЄ. With careful and consistent preparation, you can better manage the impact of taxes on your current and future financial outcomes. Some taxes can be deferred, while others can be managed through tax-efficient investing. Understanding tax strategies and managing your tax obligations is a critical part of any sound financial plan. Required Minimum Distribution RMD Calculator.Borrowing From a 401k or 403b Calculator?.

Where will your retirement money come from? Once you have accumulated the estimated amount of money you may need for retirement, a sound approach will involve taking a close look at all of your potential retirement-income sources.

Internal Rate of Return (IRR) Calculator.

How much money should you really be saving and what rate of return should you target to have the financial means necessary to support important life moments such as college and retirement?

You may be able to lower your overhead by consolidating debt or exploring potential loan payoff options. Monthly interest paid to credit cards, auto loans and more can dramatically impact your monthly budget and ability to save. You may be able to decrease your overhead in order to put some excess cash to work for you today. Creating a sound financial plan requires you to spend less than you take in, and then find a way to put the excess money to work for you.

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