Funding Retirement
Trusts Planning
Planning Of Wills
Business Financials
Planning For Your Family
More Financial Planner Topics >
Financial PlannerTerms
> National Association of Securities Dealers Automated Quotation system (Nasdaq)
An automated information network that provides brokers and dealers with price quotations on the approximately 5,000 most active securities traded over the counter.
.............................................
> Securities and Exchange Commission
An independent, non-partisan, quasi-judicial regulatory agency with responsibility for administering the federal securities laws.
.............................................
> Money supply
The amount of money (coins, paper currency, and checking accounts) that is in circulation in the economy.
.............................................
Financial Planner News:
The Financial Planning Process
The financial planner should clearly explain or document the services to be provided to you and define both his and your responsibilities. The planner should explain fully how he will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.Gathering client data, including goals.The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents before giving you the advice you need. The financial planner should analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies. The financial planner should offer financial planning recommendations that address your goals, based on the information you provide. The planner should go over the recommendations with you to help you understand them so that you can make informed decisions. The planner should also listen to your concerns and revise the recommendations as appropriate.You and the planner should agree on how the recommendations will be carried out. The planner may carry out the recommendations or serve as your "coach," coordinating the whole process with you and other professionals such as attorneys or stockbrokers.You and the planner should agree on who will monitor your progress towards your goals. If the planner is in charge of the process, she should report to you periodically to review your situation and adjust the recommendations, if needed, as your life changes.
Contact our Dayton Financial Planners
If you live in the following cities and need a Financial Planner you should contact our Dayton Financial Planners as soon as possible:
Apopka
Boca Raton
Boynton Beach
Brandon
Clermont
Daytona Beach
Deltona
Dunedin
Fort Lauderdale
Gainesville
Hallandale
Hialeah
Hollywood
Jacksonville
Key West
Kissimmee
Lake Wales
Lake Worth
Lutz
Melbourne
Miami
Miami Beach
Middleburg
North Miami Beach
Opa Locka
Orange Park
Orlando
Ormond Beach
Oviedo
Palm Harbor
Panama City
Pensacola
Pompano Beach
Port Richey
Riverview
Tallahassee
Tampa
Valrico
West Palm Beach
Winter Park
Winter Springs
Did You Know?
Latest News
Latest Financial Planners news in Dayton and nationwide:
Jul 31, 2006 - NASD Investor Alert Warns Workers About Cashing Out Of 401(k) Plan
Washington, DC — NASD issued an Investor Alert warning investors that cashing out of even a modest amount of the... Read more >
Oct 13, 2004 - Establishing A Trust Fund
A trust is a separate legal entity that holds property or assets of some kind for the benefit of a specific person, group ... Read more >
Legal Disclaimers The information provided on Daytona Beach Financial Planner.com is not intended to be financial advice, but merely conveys
general information related to financial issues commonly encountered.
Local Professional? Generate new business today
Call 866-227-9356 or contact a sales rep
Funding Retirement 
Did You Know?