by Proactive Advisor Magazine | Sep 14, 2022 | Practice Management Tips
Ryan Barber • Saginaw, MIVantagePointe Financial Group • Royal Alliance Associates Inc. An important aspect of my career is my role as a SmartVestor Pro in the advisor referral program affiliated with Dave Ramsey and Ramsey Solutions. I have been...
by Proactive Advisor Magazine | Aug 24, 2022 | Practice Management Tips
Shannon LaRosse • Birdsboro, PAStrategic Wealth Advisory • USA Financial Securities Corp. Our firm, Strategic Wealth Advisory, presents Social Security seminars every other month in our local area. The seminars are free and highly educational for our...
by Proactive Advisor Magazine | Aug 10, 2022 | Practice Management Tips
Daniel Friedman • Farmington, CTWMGNA Tax-Out Financial Solutions • Wealth Management Group of North America LLC We founded our firm in 1995 with a unique model: a monthly subscription service that included taxes prepared by highly qualified CPAs. Our...
by Proactive Advisor Magazine | Jul 27, 2022 | Practice Management Tips
Bradford D. Creger, AAMS, AIFA, CFS, CLTC, CPFA • Glendale, CABFF Financial Inc. • Centaurus Financial Inc. I began my financial-services career in 1993 after spending several of my post-college years in the music industry in Los Angeles. Although I am...
by Proactive Advisor Magazine | Jul 13, 2022 | Practice Management Tips
Tara Nolan, MBA • Colorado Springs, CONolan Financial Partners • Tara Nolan Advisory Services Ltd. Our firm, Nolan Financial Partners, focuses on addressing clients’ financial-planning needs from a holistic, 360-degree perspective. Two essential drivers...
