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Special Report on

Financial Planner Business for Sale

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SIMI VALLEY, Calif. -- Last month, the grandly named Consumers' Research Council of America touted its new 2009 edition of "Guide to America's Top Financial Planners" to the public and especially to financial pros who learned about their big honor in a mailing offering them award plaques costing as much as $243. The council, which says it produces 30 "top" guides, mostly covering medical specialties, lists a tony Washington, D.C., address on Pennsylvania Avenue, four blocks from the White House. But the real action seems to be at the far-away office here of an outfit called S L D Industries, Inc. ...
Ideally, the financial adviser helps the client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation . Financial advisers use stock , bonds , mutual funds , real estate investment trusts (REITs), options , futures , notes, and insurance products to meet the needs of their clients. Many financial advisers receive a commission payment for the various financial products that they broker, although "fee-based" planning is becoming increasingly popular in the financial services industry. A further distinction should be made between ...
Insurance Overview for Small Business Owners : Money :: American ...
Choosing great insurance coverage for your business is not easy. So how can you best protect your business? Use InsuranceEdge to learn about and choose a great policy for your business from a range of options. Less work. Less stress. Just a few simple steps to get peace of mind for you and your business. get a quote now 1 Define Your Needs The more we know about your business, the more accurately InsuranceEdge can help match you with insurance options. 2 Compare Quotes See side-by-side quotes in minutes from leading insurance carriers. Evaluate your options online. 3 Choose Your Option Choose the option that's right for you ... market research, surveys and trends
The Norris Group Real Estate Radio Show and Podcast welcomes ...
This week Bruce is joined by Bill Shipp. Bill has been investing in Riverside real estate for many years. Bruce thinks Bill is Riverside’s best kept secret. Bill believes it is important to be true to your word when doing business. Bill has been working with his contractors for 10 years, and he has never had a bid on a home repair. These contractors know that if Bill hires them, they will get paid at the time he specifies. This is even more important than having people skills. Bruce has taught many real estate investors. Some of them have great people skills, and that is what gets them business. There are also people that are ... market research, surveys and trends


Orion Capital Group Survey Reveals Baby Boomer Entrepreneurs are ...
Despite confusion about exit strategies, 47 percent of middle-market business owners 55 years and older are interested in selling their businesses within three years, and yet over 90 percent of business owners have not initiated the planning process, according to a survey released today by leading middle market advisory firm Orion Capital Group. 71 percent of those surveyed indicated they would sell their business to a third party, but only 9 percent indicated they wanted to transfer their business to family members. �It is striking that a vast majority of owners prefer to sell to third parties, but only one in ten have ... industry trends, business articles and survey research
Love for sale, 15 percent off - Consumer news-
This year, the couple is going to the park with their 2-year-old daughter, and renting a movie on the way home. It may not be the Valentine’s Day of their dreams, but faced with a steep drop in income it’s the one the couple feels they can afford. “She’s disappointed because girls love Valentine’s Day, but she also knows the reality of it,” Jones said. Economic hard times are forcing many Americans to focus on love over money this Valentine’s Day, with many saying they will trade a lavish dinner out for a cozy meal at home, and expensive bouquets for cheaper greeting cards. A recent survey from consulting firm Brand Keys found ... industry trends, business articles and survey research
In pursuit of a richer lifestyle
Some dreams just won't die. Switching the daily grind of the big smoke for a veggie patch and a few chickens in the hinterland, or by the sea, has lost none of its appeal. If anything, baby boomers risk being shoved aside by Gen Xers as they desert the "corporate conveyer belt" in favour of a balanced life. "Baby boomers are deeply hierarchical and competitive and want to be successful but Gen X haven't bought into that," says KPMG demographer Bernard Salt. "They see what is ahead of them, working 60 or 70 hours a week and think 'that is not for me'." Mark Sollom (right) and ... market trends, news research and surveys resources
Financial advisers, brokers in fiduciary-study rumble
It is usually very quiet in Washington in August. But over at the SEC, the late-summer calm has given way to a din as lobbyists battle over the standard of care for investors. The Aug. 30 deadline is quickly approaching for public input on the Securities and Exchange Commission's study of the fiduciary duty of brokers and that of investment advisers. Not surprisingly, groups on both sides of the debate have launched sizable campaigns to encourage their members to send comments to the SEC. In an alert to its federal coordinators, the National Association of Insurance and Financial Advisors offered arguments for its members ... market trends, news research and surveys resources


Valuing Your Financial Planning Business 1. Observations on the ...
financial planning relationship is influential. A financial planner can influence the .... Positioning Your Financial Planning Business for Sale ... technology research, surveys study and trend statistics
State of California - Department of Corporations
Welcome to the World Wide Web site of the Department of Corporations. The Department provides protections to consumers, and services to businesses, engaged in financial transactions. We also license and regulate a variety of businesses, including securities brokers and dealers, investment advisers and financial planners, and certain fiduciaries and lenders.  The Department regulates the offer and sale of securities, franchises and off-exchange commodities. We hope you will find our site to be informative, interesting and helpful. Since we frequently add information to our web site, please come back regularly ... technology research, surveys study and trend statistics
USF Financial Planner Certificate Program
of divorce, employee benefits and investment, financial planning strategies, business structures, sale of personal residence, and passive activity loss ...
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Google Answers: Capital Gains tax strategies for Selling a Business
Capital Gains tax strategies for Selling a Business Please list top 10 strategies to defer or shelter capital gains from sale of a small business, along with a short summary of each strategy so that I can further research the strategy. Summary: Computer Graphics Studio Sole Proprietor 10 years in business Married Filing Jointly/One Child Sale Price 300,000 Asset Allocation Equipment 50,000 -- Ordinary Income Goodwill/Customer List etc 250,000 -- Capital Gains No mention of Non-Compete covenant as that's ordinary income, and I don't want to be paid as a consultant because the tax rate for ...
I'm thinking about becoming a State Farm insurance agent and ...
You don’t say if you are already a licensed insurance agent, but if you have never done this before, be prepared for a lot of hard work and soul searching.   I am not a State Farm agent, but I have friends who are.  I have been in the financial planning business since 1981 and a Certified Financial Planner since 1988 and I can tell you it is one of the most rewarding fields to work in. But, at the same time it can be one of the most frustrating.  It all depends on how you look at it.   First of all, you will have an advantage having the State Farm name associated with your agency, but having that ...