Retirement planning

Retirement Visions, LLC Joins Redhawk Wealth Advisors to Offer a Broader Range of Solutions for both Clients and Advisors

Retrieved on: 
Friday, January 5, 2024
Partnership, Small business, Life, Personal finance, Hartford, Connecticut, RLP, Investment advisory, Retirement, AUM, Freedom, RIA, Financial adviser, Advisory Council, Retirement planning, Finance, Financial Times

Redhawk Wealth Advisors is registered in 39 states and manages over $2 billion in assets under management (AUM).

Key Points: 
  • Redhawk Wealth Advisors is registered in 39 states and manages over $2 billion in assets under management (AUM).
  • Redhawk Wealth Advisors is known for its proprietary process called Risk-Guardä, a tactical asset allocation solution designed to increase retirement income, lower risk, and reduce investment costs.
  • Redhawk Wealth Advisors is a true fiduciary partner that has my best interest in mind."
  • Dan Hunt, CEO of Redhawk Wealth Advisors responded "Anyone who knows Jay knows of his passionate and creative approach to helping clients.

AVAILABLE NOW: "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Audiobook

Retrieved on: 
Tuesday, September 26, 2023
Audiobook, Education, U.S. News & World Report, Retirement planning, Disability, Retirement, Risk, Audible, Death, Family, News, Publishing, Amazon

CLEVELAND, Sept. 26, 2023 /PRNewswire/ -- Jason L Smith, a nationally recognized speaker, financial planner, author, coach, and entrepreneur, announces the release of the new audiobook version of his best-selling book "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement," now available for purchase on all major audiobook platforms, including Audible. With newly updated content for 2023, the audiobook and revised print edition provide some of the latest strategies to strategically position assets to help mitigate the impact of financial risks and dangers that can often occur unexpectedly in retirement.

Key Points: 
  • It was the only book on the list that describes a financial planning process.
  • "To achieve an instant-best seller status already is a testament to how invaluable and in-demand this information is.
  • "The Bucket Plan: Protecting and Growing your Assets for a Worry-Free Retirement" is based on a true story with retirement planning explained through the eyes of Jerry and Irene.
  • The audiobook version of "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" is now available for purchase through Audible.

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Audiobook Now Available for Pre-order

Retrieved on: 
Wednesday, September 20, 2023
Audiobook, Education, U.S. News & World Report, Retirement planning, Disability, Retirement, Risk, Audible, Death, Family, News, Publishing, Risk management, Amazon

CLEVELAND, Sept. 20, 2023 /PRNewswire/ -- Jason L Smith, a nationally recognized speaker, financial planner, author, coach, and entrepreneur, announces the release of the new audiobook version of his best-selling book "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement," now available for pre-order on all major audiobook platforms, including Audible. With newly updated content for 2023, the audiobook and revised print edition provide some of the latest strategies to strategically position assets to help mitigate the impact of financial risks and dangers that can often occur unexpectedly in retirement.

Key Points: 
  • It was the only book on the list that describes a financial planning process.
  • "The Bucket Plan: Protecting and Growing your Assets for a Worry-Free Retirement" is based on a true story with retirement planning explained through the eyes of Jerry and Irene.
  • During its launch in 2017, the book achieved best-seller status in both the Retirement Planning and Wealth Management categories on Amazon.
  • The audiobook version of "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" is now available for pre-order purchase through Audible.

Rockland Trust’s Investment Management Group Announces a Record Year with $5.8 Billion in Assets Under Administration

Retrieved on: 
Tuesday, January 24, 2023
Finance, Banking, Professional Services, Other Professional Services, Asset Management, Administration, Registered investment adviser, Investment management, Boston Business Journal, RI, Estate planning, Retirement, IMG, Trust, Retirement planning, CFA, AUA, Partnership, Rockland Trust, Insurance

Rockland Trust’s Investment Management Group (IMG) achieved a new record, closing out the year with $5.8 billion in Assets Under Administration (AUA) as of December 31, 2022.

Key Points: 
  • Rockland Trust’s Investment Management Group (IMG) achieved a new record, closing out the year with $5.8 billion in Assets Under Administration (AUA) as of December 31, 2022.
  • The team also achieved a record year of gross new business generation totaling $1.2 billion and made strategic hires throughout the Bank’s footprint to support the growing portfolio.
  • IMG provides comprehensive wealth management solutions designed to meet the unique financial needs of individuals, businesses, and institutions.
  • Partnering with IMG, clients have access to a full range of services including Investment Management, Trust and Estate Planning, Insurance, Financial and Retirement Planning, and more.

Kimberly Rodriguez joins Financial Colors Wealth Management in San Antonio, TX

Retrieved on: 
Thursday, February 16, 2023
Insurance, Uniform Combined State Law Exam, Estate planning, Investment, General Securities Principal Exam, Retirement planning, SAN, European Commission Investment Plan for Europe, Financial plan, LPL Financial, Biology, Interior design, Financial adviser

SAN ANTONIO, Feb. 15, 2023 /PRNewswire-PRWeb/ -- Financial Colors Wealth Management welcomes new Wealth Advisor, Kimberly Rodriguez, to our San Antonio, TX, location.

Key Points: 
  • Financial Colors Wealth Management welcomes new Wealth Advisor, Kimberly Rodriguez, to our San Antonio, TX, location.
  • SAN ANTONIO, Feb. 15, 2023 /PRNewswire-PRWeb/ -- Financial Colors Wealth Management welcomes new Wealth Advisor, Kimberly Rodriguez, to our San Antonio, TX, location.
  • In 2022, Kimberly decided to make a career change and pursue her dream to become a Wealth Advisor at Financial Colors Wealth Management with LPL Financial.
  • We are excited to have Kimberly join us, and we look forward to seeing her grow her career at Financial Colors Wealth Management in San Antonio, TX."

Adams Wealth Management Group Selected As A "2022 Business of the Year" by the Dayton Business Journal

Retrieved on: 
Thursday, December 22, 2022
Retirement planning, CFP, American City Business Journals, Advisory, RFC, Defence and Security Media Advisory Committee, Business Journalist of the Year Awards, LPL Financial, SIPC, Wealth management, Estate planning, Financial management, Management, Financial adviser

CENTERVILLE, Ohio, Dec. 21, 2022  /PRNewswire-PRWeb/ -- Announcing a special section of the November 22nd, 2022 Dayton Business Journal. Dwayne Adams, CFP, AIF, RFC was selected for the following honor: "2022 Business of the Year Award"

Key Points: 
  • Adams Wealth Management Group and Dwayne Adams of Centerville, OH have been selected by the Dayton Business Journal as a "2022 Business of the Year"
    CENTERVILLE, Ohio, Dec. 21, 2022 /PRNewswire-PRWeb/ -- Announcing a special section of the November 22nd, 2022 Dayton Business Journal.
  • Dwayne Adams, CFP, AIF, RFC was selected for the following honor: "2022 Business of the Year Award"
    Dwayne Adams commented on the recognition: "This is quite an honor for our firm.
  • To view the full article click https://bizj.us/1qh9az
    Dwayne Adams is President and founder of Adams Wealth Management Group and has worked extensively in the field of financial management since 1994.
  • For more information on Dwayne Adams, located in Centerville, OH
    This award is not indicative of the financial service professional's future performance.

Concord Wealth Partners Expands to the Midwest - Led by MN Team of Advisors with 35+ Years of Experience

Retrieved on: 
Monday, December 12, 2022
Investment advisory, CWP, Bachelor of Arts, FINANCIAL, Concord, Greater Boston, RIA, History of the University of Maryland, College Park, Estate planning, Certified Financial Planner Board of Standards, Risk management, FINRA, Minneapolis–Saint Paul, Certification, University of St. Thomas (Minnesota), University, Retirement planning, Financial adviser

Marissa received her Bachelor of Arts from the University of St. Thomas and holds the FINRA Series 7 and 66 licenses.

Key Points: 
  • Marissa received her Bachelor of Arts from the University of St. Thomas and holds the FINRA Series 7 and 66 licenses.
  • Michael received his Bachelor of Arts from the University of Maryland.
  • They each obtained their CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in 2010.
  • Concord Wealth Partners was founded in 2002 and is headquartered in Abingdon, Virginia.

Core Asset Wealth Management Launches Socially Responsible Investment Strategies

Retrieved on: 
Sunday, December 4, 2022
Dark, Recycling, Australian Ethical Investment, Water purification, Animal, Account manager, DNA, Wealth management, Waste management, Environment, Ethics, Weapon, Gambling, Gene therapy, Investment, News, Nuclear energy, Tobacco, Wind, Retirement planning, Bank, Renewable energy, Financial services, SRI, Social

Core Asset Wealth Management is a financial management company. Recently, the company has incorporated SRI and Gene Therapies into its services.

Key Points: 
  • As socially responsible investing has evolved into Environmental, Social, and Governance support, Core Asset Wealth Management is facilitating its clients with sustainable investment strategies.
  • Core Asset Wealth Management investment planning is not just about finding ethical and socially responsible companies to invest in but also about taking an activist role by using their voting rights to affect change.
  • Core Asset Wealth Management uses many different socially responsible investment vehicles that can be used with Wealth Management.
  • Core Asset Wealth Management Ethical Investments meet environmental, social, and ethical criteria to be included in various socially responsible investment (SRI) vehicles.

Retirement Revolution: How a team of Financial Advisors are reimagining Retirement Planning

Retrieved on: 
Tuesday, December 6, 2022
Retirement planning, Retirement, CFP, Tax, Investment, Broker-dealer, Financial plan, Financial adviser

After a decade of Financial Planning, Alex and Kevin came to two significant realizations:

Key Points: 
  • After a decade of Financial Planning, Alex and Kevin came to two significant realizations:
    Their passion is helping people who are nearing retirement or already retired.
  • This led to the founding of Periscope Wealth Advisors, a firm headquartered in Orange County, CA and an additional office in San Luis Obispo, CA.
  • Periscope Wealth Advisors exclusively serves the retirement community and their families with highly personalized planning and a cutting-edge client experience.
  • By combining innovative retirement and investment planning technology with a thoughtful and personalized approach, Periscope Wealth Advisors is altering the expectations that retirees have for their advisors.

Certified Advisory Corp of Certified Financial Group Debuts on the CNBC Financial Advisor 100 List

Retrieved on: 
Monday, December 5, 2022
Trust, CNBC, Social Security, Certification, Certified Financial Planner Board of Standards, Retirement planning, Certified Financial Planner, CFP, Plaque, FA, Family, Humble and Kind, RIA, Social, Financial adviser, Central Florida

ALTAMONTE SPRINGS, Fla., Dec. 5, 2022 /PRNewswire-PRWeb/ -- Certified Advisory Corp of Certified Financial Group, Inc. is proud to announce their inclusion on the CNBC Financial Advisor 100, a list of the top 100 Financial Advisor Firms in the United States for 2022. The team at Certified Financial Group is honored to join the rankings of this esteemed list based on their credentials and years in business as trusted CERTIFIED FINANCIAL PLANNER™ professionals.

Key Points: 
  • ALTAMONTE SPRINGS, Fla., Dec. 5, 2022 /PRNewswire-PRWeb/ -- Certified Advisory Corp of Certified Financial Group, Inc. is proud to announce their inclusion on the CNBC Financial Advisor 100 , a list of the top 100 Financial Advisor Firms in the United States for 2022.
  • The team at Certified Financial Group is honored to join the rankings of this esteemed list based on their credentials and years in business as trusted CERTIFIED FINANCIAL PLANNER professionals.
  • With roots dating back to 1976 and 16 CERTIFIED FINANCIAL PLANNER professionals under the same roof, Certified Financial Group is one of the oldest and largest independent financial planning firms in Central Florida.
  • The full FA 100 List including Certified Advisory Corp is available on CNBC's website: https://www.cnbc.com/2022/10/04/fa-100-cnbc-ranks-the-top-rated-financia...
    Disclosures: Certified Advisory Corp offers Retirement Planning and Wealth Management for a fee.