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Monthly Archives: May 2011
Top 3 reasons financial advisors will be contacting dentists who sponsor a 401(k) Plan
Charlie Steingas provided the following article. Epple Financial Advisors can help business owners implement a cost effective solution for their retirement plan and to help the business owner meet their fiduciary duty. Contact us to learn how we can help: … Continue reading
Letter from Bob Veres
Dear friend, I have asked your financial advisor to send you this letter after you and he have worked together–ideally, long enough that you are now visibly on your way toward achieving your most important financial goals. I hope the … Continue reading
How To Choose a Financial Advisor
(ARA) – You know the importance of saving for retirement, but do you have the time and know-how to accomplish your financial goals? In an increasingly busy world, it’s possible that keeping close tabs on your investment accounts isn’t exactly … Continue reading
Posted in Financial Planning
Tagged Certified Financial Planner, Financial adviser, Financial Industry Regulatory Authority, Financial Planning Association, Harris Interactive, National Association of Personal Financial Advisors, TD Ameritrade, U.S. Securities and Exchange Commission
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