His credentials include an Honors degree from Indiana University, a Master of Financial Services (MSFS) degree from the Institute of Business & Finance, and the designation of Certified Estate Advisor (CEA). Both must adhere to what's known as the fiduciary standard, requiring them to provide advice that's 100% in your best interest. WELCOME TO FIDUCIARY WEALTH MANAGEMENT Dedicated to helping expats and their families Talk to an Adviser CLIENTS TESTIMONIALS Don't take our word for it - see what our satisfied clients have to say: Excellent Based on 118 reviews deep knowledge about financial and tax issues Very in depth knowledge about tax-specific questions. As a Registered Investment Advisor, REAP in Wealth Management, unlike many other financial professionals, has a fiduciary duty to deliver unbiased advice and always serve the clients best interest. Per Stirpes, Every Plan Is Customized to Your Specific Circumstances, Simplifies Your Financial Decision Making, FREE Guide To Finding A Fiduciary Advisor. Therefore, the firm is markedly different from the fee-based brokerage firms. The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. Jacksonville FL 32256 Greensboro NC 27410. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. 109 Muirs Chapel Road Worth is more complex. Close Fiduciary wealth management means that the person or institutionfor example, a bankmanaging your money is legally required to act in your best interest. As a fiduciary, Glennfocuses on holistic financial planning that encompasses all aspects of retirement, tax and estate planning. Jacksonville FL 32256. Glen is a comprehensive wealth manager specializing in working with professionals and retirees. CEPP: Certified Estate Planning Professional: Ms. Hartquist is extremely knowledgeable concerning planning and efficient distribution of assets to heirs. Timothy Kulhanek, Certified Financial Fiduciary , CRPS This plan is customized according to each individuals need and risk tolerance, planning for tax efficient income and inflation. Stafford VA 22554. Captcha is invalid. Non-fiduciaries are bound to a looser standard, the sustainability standard,. We work with families and individuals in a comfortable Fee-Only setting free of commissions and undisclosed conflicts of interest. Website Contact She is 1 of 9 planners nationwide chosen to serve on The Estate Plan Source Advisory Council, and recipient of the Chairmans Award for Outstanding Service in Estate Planning. Steven L. Crawford, Certified Financial Fiduciary , RFC, MBA Contact Mr. McClanahan's philosophy is that every client is different and should be treated as such. Glen is also a Yoga enthusiast who appreciates reading philosophy and embraces activities that promote making the world a better place. Glen is a member of the Asheville Area Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau. The firm offers financial services such as portfolio management, retirement planning, trust and estate management and general financial planning. In addition, Steves a financial instructor for a non-profit (AFEA) where he teaches retirement & safe money strategies for affluent attendees. Personal Loan Which Should You Choose? Activate Wealth is a financial advisory firm located in Philadelphia. Captcha is invalid. The R.E.A.P. }else{ Ms. Hartquist's currently available classes can be found by joining a free membership at myafea.org, and specifying Chapter 983. Phone: 855-904-REAP (7327) After graduating from high school Mr. McClanahan served 8 years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm. Tim currently holds licenses in Life and Annuity (Nebraska), FINRA General Securities (Series 7) with TCM Securities and the Investment Advisor Representative (Series 66) with Retirement Wealth Advisors. Contact Stafford VA 22554. Close To view her National Ethics Association Members Profile visit www.ethics.net. Read More Phone: 540-659-0300 What about the many financial advisors who are not fiduciaries? Away from work, David serves the community as an elder at his church. Tim grew up just north of Kearney before moving to Lincoln in 2013 to open a new Stonebridge location. Contact He calls it TCE: TOTAL CLIENT ENGAGEMENT. 401(k) Loan vs. Professionally, Glenn works with an elite team of specialists from across the country who assist tax professionals and business owners increase their business efficiency and reduce tax inefficiencies. Close $(".captcha-invalid").show(); }; Glenn W. Mosseller believes that informed people make wise financial decisions. Heholds Series 65 credentials and the following insurance licenses: Life and Health, Medicare and Long-Term Care, Property and Casualty. Glenn is a Certified Financial Education Instructor and offers financial courses and workshops to local businesses, Churches and other nonprofit organizations that want to provide financial education to their employees, congregations, donors and patrons. Contact A financial services professional for over 25 years, David has extensive experience guiding clients toward their financial goals. Contact Captcha is invalid. Let's begin. Ed Slott, CPA is known as Americas IRA Expert and was named The Best Source for IRA Advice by The Wall Street Journal. Her informative retirement workshops have been requested and attended by retirees of Fairfax County Public Schools, Orleans Parish Public Schools, Waste Management, Inc., the Federal Government, and the armed services including both the United States Marine Corps and the U. S. Army. Contact Expertise: Ms. Hartquist creates Life Income-Living Asset Cycle (LI-LAC) plans to replace or supplement income, while reducing exposure to market losses. Captcha is invalid. In addition, Steves a financial instructor for a non-profit (AFEA) where he teaches retirement & safe money strategies for affluent attendees. Trust the Financial Advisor Who Trusts the Market, Avoiding Financial Scams and Identity Theft Slams U.S. Quick-Reference. Glenn graduated with a BA in Economics and Business from Emory & Henry College. Close NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule. return false; Patti L. Lerch, Certified Financial Fiduciary , CEP, MCEP, ChFEBC, CLTC 3801 Union Drive Suite 204 To help accomplish that, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a clients financial needs solutions not just from a legal perspective, a tax perspective, or an investment perspective, but from many integrated fields. Certifications: ChFEBC: A Chartered Federal Employee Benefit Consultant since 2010, Ms. Hartquist conducts retirement workshops for the Federal Government and creates customized retirement plans for current and retired Federal Employees, assisting with completion of Retirement Packages, as well as planning for the incorporation and tax efficient use of the TSP during retirement. But in my mind, that number reflects wealth. Nora L. Hartquist, CEP has been a financial and Estate Planning educator in Virginia , Maryland and Louisiana since 1984. We develop unique wealth management strategies to minimize taxes . Certified Financial Planner (CFP) Tax Planning. This is a process of educating clients about what's really happening with your money in spite of the media or the uncertainties of Washington and Wall Street. Also, he is a sought after advisor requested to teach estate preservation, retirement income for affluent attendees and business continuation strategies for business owners at various businesses throughout the country. 2400 Market Street, Philadelphia, PA 19103. Office Location 121 Continental Drive, Suite 110, Newark, DE 19713 Phone Number 302-366-0366 Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. CFF: As a Certified Financial Fiduciary, and a charter member the National Association of Certified Financial Fiduciaries, Ms. Hartquist adheres to the CFF Code of Conduct and the strict guidelines of the NACFF, and is required to give you advice that is in your best interest, not her own, practicing the Duties of Loyalty, Good Faith, Good Care for her clients, educating them first, using a Holistic Approach, with full disclosure, comparisons of suggested products, full confidentiality and adhering to strict professional practice management. Glenn believes that providing clients with quality advice and service is dependent on developing strong, trusting and lasting relationships. Website Website Huntersville NC 28078 Read More The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. Carol W. Ochoa, Certified Financial Fiduciary This results in an unsatisfied client with a very happy broker. She is 1 of 9 planners nationwide chosen to serve on The Estate Plan Source Advisory Council, and recipient of the Chairmans Award for Outstanding Service in Estate Planning. GuidedQuest, LLC and Hartquist & Noblet, LLC, 15 Francis Ct. Master Elite IRA Advisor: Ed Slotts Advisor Group receives intense, advanced ongoing education in IRA Distribution, taking exams semi-annually to ensure their knowledge is up-to-date with current laws, participating in email alerts and teleconferences on the latest changes to IRA tax laws. Glenn W. Mosseller believes that informed people make wise financial decisions. It's about Helping You Become The Hero Of Your Own Financial Story. Consequently, the firm is still one of only a handful of Fee-Only Fiduciary firms in Southwest Florida. 3400 Sweeten Creek Road Suite A Certified Financial Fiduciaries are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. In addition, he is current co-host of ESPN Charlotte radio show, "Coffee & Cash Flow" with Steven & Anthony which can be heard live every Saturday morning from 7-8 AM. Suite 400 We are a wealth management boutique, with expertise that we believe gives our clients an advantage. Carol W. Ochoa, Certified Financial Fiduciary Find a Certified Financial Fiduciary Select State Steven L. Crawford, Certified Financial Fiduciary , RFC, MBA Two common options to shore up money are tapping your 401(k) plans assets or taking out a personal loan. He enjoys exercising, spending time with his wife and three sons, and following the St. Louis Cardinals baseball and Indiana University basketball teams. A peace of mind with a retirement income distribution strategy. This results in an unsatisfied client with a very happy broker. Ms. Hartquist's currently available classes can be found by joining a free membership at myafea.org, and specifying Chapter 983. As a result, you will learn more about Fee-Only Fiduciary Wealth Management and Evidence-based Investing because as a well-informed investor you will be better positioned for the future. Captcha is invalid. Jaris Hansen, his firm, and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Contact Patti L. Lerch, Certified Financial Fiduciary , CEP, MCEP, ChFEBC, CLTC 15 Francis Ct Pleasanton CA 94588 Website As a Master Elite IRA advisor with the Ed Slott Group, he is able to provide the most up to date information on the rules and regulations governing IRAs and other retirement accounts. wid = ""; We personally invest our clients portfolios, with the purpose of consistent growth and minimized volatility over time. Contact Contact Attracted to the beauty of the Blue Ridge Mountains, Glen and his wife of 25 years, Irene, reside in Arden, North Carolina. Call: 920-903-9800 2801 E. Enterprise Ave., Suite 101 Appleton, WI 54913 7 Serving the needs of our Appleton & Fox Valley Clients Annex Wealth Management's Appleton office, located off of Interstate 41 in Appleton, serves those who live and work in the Fox Valley and its surrounding communities. Rick McClanahan, Certified Financial Fiduciary He has advised Executive Retirees of IBM, AT&T, Duracel, Springs, and Comporium just to name a few. Timothy Kulhanek, Certified Financial Fiduciary , CRPS In many cases, such as staying in touch with friends and family, or learning about world events, thats a good thing. We meet you as a fiduciary wherever you are in the life cycle of your wealth. $(".captcha-invalid").hide(); Arden NC 28704 Jaris' expertise helps him to do just that make the options simple to understand so folks can make the right decisions with confidence. Therefore, she chose to join Finley Wealth Advisors because of the firm's fee-only fiduciary culture of always putting the client first at all times, in all matters. Licensed in Life, Health and Annuities, as well as Securities Licensed with a 65, anInvestment Advisor Representative, an Elite IRA Advisor with Ed Slott, and trained in Estate Planning by the Estate Planning Source, Patti's knowledge, with her background in solving problems, has made her the"go to" person for clients. Nora L. Hartquist, CEP has been a financial and Estate Planning educator in Virginia , Maryland and Louisiana since 1984. These are known as "fiduciaries." They are two types of fiduciaries: (1) Trust companies; and (2) Registered Investment Advisors (RIAs). Phone: 970-663-3211 He has helped clients with wealth management and advanced estate planning for over 15 years. Which Country Will Outperform in 2023? GuidedQuest, LLC and Hartquist & Noblet, LLC Tim grew up just north of Kearney before moving to Lincoln in 2013 to open a new Stonebridge location. Mr. McClanahan's philosophy is that every client is different and should be treated as such. Phone: 209-472-3474 Companies When dealing with clients, or anyone, David says, my mantra is to comfort, to strengthen, to guide a philosophy espoused by the famous words of the late minister Dr. W. Frank Harrington. In addition, Mr. Crawford is a member of the National Ethics Association, National Black MBA Association and Hall of Famer with a youth sports organization (Pembroke Pines Optimist) in Pembroke Pines, Florida. Nora L. Hartquist, Certified Financial Fiduciary , CEP, CEPP, CLTC Glenn often provides public financial education courses and workshops at local Libraries, Colleges and Universities. Loveland CO 80537. 1. Rick McClanahanhas been working in the financial sector for over 15 years, helping clients protect their assets and invest wisely. When not working, Jaris and his wife live in Greeley, Colorado with their 5 children and an ever-growing assortment of farm animals. wid = response; If you attend one workshop this year looking for ways to protect your capital, dont miss Nora Hartquists workshop! Fiduciary Investment Advisors Investment Advisory Service Financial Planners Retirement Planning Services Website Services 16 YEARS IN BUSINESS (860) 683-1187 100 Northfield Dr Fl 4A Windsor, CT 06095 CLOSED NOW 2. function checkValidate(){ AFEA: Chapter President, Stafford, VA, of the American Financial Education Alliance, a non-profit organization dedicated to educating the public on Financial Literacy through complimentary classes held at Universities, Libraries and businesses. Contact Fiduciary Management, Inc. ("FMI"), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. Jaris also spends many hours each week in charitable activities volunteering for his church andspending time in the local schools educating young people about financial literacy through the Junior Achievement organization. 750 W. Eisenhower Blvd. Close The HOA and/or its board of Applying for a credit card Best thread in weeks.good on you guys for helping a sister out. He is also certified in various other disciplines, such as annuities, asset allocation, investment funds, and retirement income. Glennis a Registered Financial Consultant anda member of Ed Slotts Master Elite IRA Advisor Group, an exclusive group of financial advisors from across the country who are dedicated to helping people minimize taxation in their retirement plans. Tim enjoys taking dance lessons with his fianc Marli, taking his Chinese Shar Pei Merry on long walks, and is an avid sports fan. Stonebridge Insurance & Wealth Management More importantly, a good advisor must find out exactly what each client needs and then do the homework to find the solution. 750 W. Eisenhower Blvd. CFF: As a Certified Financial Fiduciary, and a charter member the National Association of Certified Financial Fiduciaries, Ms. Hartquist adheres to the CFF Code of Conduct and the strict guidelines of the NACFF, and is required to give you advice that is in your best interest, not her own, practicing the Duties of Loyalty, Good Faith, Good Care for her clients, educating them first, using a Holistic Approach, with full disclosure, comparisons of suggested products, full confidentiality and adhering to strict professional practice management. Wealth management strategies to minimize taxes guiding clients toward their financial goals sustainability standard, the is! Cep has been a financial and estate planning AFEA ) where he teaches retirement safe! 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