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Get Help from Financial Services Professionals
Auburn Mountain Financial Education Services suggest you get help from Financial Services Professionals. They can help you grow, protect and manage your wealth and assets. They not only know the path…they walk the path.
Paths – Lets Take A Walk:
Lets take a walk. Not an ordinary walk, but a walk down life’s paths as we raise our families, celebrate life and mourn the loss of loved ones.
- Path 1: On the first path of our walk we find growing families. In this stage, we find families paying off debt and protecting multiple income streams i.e. salaries, bonuses and self employed income.
- Path 2: Now our walk leads us to the second Life Stage that is most crucial. At this stage we begin to see families investing for the future. Families are investing today to be able to execute major purchases e.g. home, luxury car, boat or going into business in the future. Families also begin to amass the funds they need at several significant milestones i.e. college for the children and retirement for mom and dad.
- Path 3: Then our path leads us to the third stage around late 40s and early 50s of the breadwinners (Their mom and dad are alive). The third Life Stage deals with Elder Care and cost associated with Elder Care commonly called Long Term Care.. The danger here is that the client may live too long. This would drain off assets and disinherit heirs. Elder Care assist in meeting the needs and addressing the issues of aging. Long Term Care Insurance provide protection against the erosion and destruction of legacy assets.
- Path 4: Retirement Income and Intergenerational Transfers: Our path leads us into the sunset as we find clients dealing with passing legacy assets to kids and heirs with minimum tax impact. Before this journey is finish, the client must prepare for suitable intergenerational transfers. Retirement Exit Strategies provides distribution and income tax strategies for retirement assets. Estate Planning provides strategies for passing legacy assets to kids and heirs with minimum tax impact. Estate Planning provides also provides strategies for preparing for suitable intergenerational transfers.
You Need A Financial Services Professional
You need help from a Financial Services Professional as you walk life’s path. Consider the following resources to get referred to Financial Services Professionals that can help you grow, protect and manager your wealth and assets. Use the below resources to:
- Find a Certified Financial Planner – CFP
- Find a Fee Only Comprehensive Financial Advisor
- Find a Credentialed Professional Now
- Find an Independent Life Agent
- Find Insurance Advisors, Agents and Planners
- Find Chartered Property Casualty Underwriters
- Check the Background of Your Investment Professional
- Find a CPA who is a Personal Financial Specialist –PFS
Financial Planning Association: The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process. Find a Certified Financial Planner – CFP Use Planner Search
National Association of Personal Financial Advisors: The nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Find a Fee Only Comprehensive Financial Advisor Use Advisor Search
The Society of Financial Service Professionals (FSP) is a multidisciplinary network of credentialed financial service professionals. Among our 18,000 members are some of the most knowledgeable, experienced professionals in the industry. Find a Credentialed Professional Now! Use The Credentialed Professional Search
The National Association of Independent Life Brokerage Agencies (NAILBA) is a nonprofit trade association with over 350 member agencies in the U.S. and Canada, representing 100,000 Financial Services Professionals. Find an Independent Life Agent Use the NAILBA Member Search to Find a Professional in Your Area
National Association of Insurance and Financial Advisors _NAIFA: With more than 70,000 members nationwide, you can find a NAIFA member almost anywhere. The National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 62,000 insurance and financial advisors nationwide, through its federation of over 770 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association. Find Insurance Advisors, Agents and Planners
The Chartered Property Casualty Underwriters (CPCU) Society is a community of credentialed property and casualty insurance professionals. The Society's more than 28,000 members hold the Chartered Property Casualty Underwriter (CPCU) designation. Find Chartered Property Casualty Underwriters Use The Agent and Broker Locator
The Independent Insurance Agents & Brokers of America (IIABA) is a national alliance of 300,000 business owners and their employees who offer all types of insurance and financial services products. Find an Independent Insurance Agent or Broker Use The Agent Locator:
The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,100 brokerage firms, about 173,000 branch offices and more than 669,000 registered securities representatives. Need To Check the Background of Your Investment Professional? Use BrokerCheck
American Institute of Certified Public Accountants (AICPA) and its predecessors have been serving the accounting profession since 1887. The AICPA has an established credential for CPAs who specialize in personal financial planning (PFP). The PFS credential is granted exclusively to CPAs with considerable PFP experience who want to demonstrate their knowledge, skill, and experience by earning this exclusive credential. The designation CPA/PFS indicated the person is both Certified Public Accountant and Personal Financial Specialist –PFS
Find a CPA who is a Personal Financial Specialist –PFS Use the PFS Locator
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