by Proactive Advisor Magazine | Nov 16, 2022 | Practice Management Tips
Daniel J. Bellina, RFC, CSA • Miami, FLStrategic Investment Services • Securities America Inc. As a Certified Senior Advisor, I have specialized training in addressing the needs of seniors. Our firm can help individuals and their families with the...
by Proactive Advisor Magazine | Nov 2, 2022 | Practice Management Tips
Michael Mandarino • Apollo Beach, FL 123 Investing • G.A. Repple & Company In 2012, I rededicated my life to the Christian faith, which has been a huge blessing. Our firm strives to empower our clients to focus on what is most important in their...
by Proactive Advisor Magazine | Oct 19, 2022 | Practice Management Tips
David Stellpflug, RICP • Eau Claire, WIFamily Financial Associates Inc. • Packerland Brokerage Services Inc. Tax planning is often a forgotten part of retirement planning for many people, but it is critically important to maximize the effectiveness of a...
by Proactive Advisor Magazine | Oct 5, 2022 | Practice Management Tips
Ivan Illan, AIF, CFS • Los Angeles, CAAligne Wealth Advisors Investment Management (AWAIM) Our advisory firm, Aligne Wealth Advisors Investment Management (AWAIM), was founded in 2005. Since then, we have built a talented team across many areas and a...
by Proactive Advisor Magazine | Sep 21, 2022 | Practice Management Tips
Rhett Sinclair, CFP, CLU • Aiken, SC Creative Financial Strategies • Lincoln Financial Securities Corporation Our firm provides comprehensive financial-planning services to individuals, business executives, and business owners, and we offer many...
