Use this link to read the full article from Insurance News Net featuring comments by Michael Alexenko, CFA
https://insurancenewsnet.com/innarticle/1472158
On the financial advisor front, professional ...
... causes that people attempt to ignore a critical topic for their heirs’ financial security. Anyone who fails to address the life insurance issue is exposing his/her family to an unfair risk.
Assume ...
...
“If you don’t put your plan in writing and you’re not specific about your financial objectives you’ll be more likely to make ad-hoc decisions,” according to Michael Alexenko, chartered financial ...
Use this link to read full Consumers Digest article featuring comments by Michael Alexenko
http://www.consumersdigest.com/sub/how-to-find-the-right-financial-adviser-the-keys-to-success/1
The ...
... faces foreclosure. "Family support is an area for which most people don't want or don't want to think about to budget," says Michael Alexenko, a financial advisor and president of Royal Asset Managers ...
... she’ll be putting herself on the right path.
For the person who is 15 years away from retirement who was a poor saver in his younger years, the 10% figure may be insufficient to achieve financial security. ...
... reasonable estimate based on a few calculations that I’ve made for my own situation and also applying that rule to numerous financial plans that I’ve prepared for clients. Assume you have $175,000 in household ...
... documents.
Banking and Insurance
As your financial partner we will help you evaluate services from other providers. We can assist you with securing favorable terms for a home mortgage, home equity ...
What is it? - It is an evaluation of key financial variables that determine the security of your lifetime financial independence.
Our experience tells us that most people understand financial planning ...
Possibly the greatest value to the financial planning process is that you receive a written document that can serve as a source for information.
Investors' financial strategies need to put in writing ...
Financial planning is continuous endeavor but completed on a periodic basis. Complete financial reviews can be completed on an annual basis but more likely every three to five years is sufficient. Investment ...
... service. Financial planning is a complimentary service for people with discretionary investment management relationships that have account values in excess of $375,000.
See Fee Schedule for Discretionary ...
... Initiating an Advisory relationship may be best done by engaging us to first complete a comprehensive Financial Plan. Information uncovered in that process will allow us to then offer you step by ...
... high investment costs can cause. If you can't get a straight answer from a broker/financial advisor about how much your total investment costs are then run fast. If you need help building your portfolio ...
...
FinancialCalculators.com
...
... is to always act in your sole best interest. RAM clients enjoy a relationship that is based on genuine openness and full disclosure. You want to know that your financial partner always works in your sole ...
... from Purdue University in 1985, where he earned a B.S. in Management. In 1998 he was awarded the professional designation of Chartered Financial Analyst (CFA). The CFA designation is a globally recognized ...
... diverse and their personal financial situations are at various tiers. What our clients share in common is the desire to work with an experienced independent advisor who consistently performs service and ...
... asset valuation, statistics, economics, financial analysis, fixed income analysis and ethical standards. CFA is Chartered Financial Analyst.
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Paladin ...
... our compensation goes up when your accounts increase in value.
Financial Planning - Basic charge of $2,750 for investment portfolio analysis, recommendations for changes to portfolio, retirement projections, ...
Financial Advisory Service
Some individual investors enjoy maintaining self-directed accounts in which to conduct securities transactions. They may have the time to manage assets, but yet they may want ...
Investment advice and financial planning are two
distinct financial disciplines. Financial planning
gives us a better understanding of our clients’
situations and aids us in the management of their
portfolios. ...
Royal Asset Managers (RAM) is dedicated to helping you navigate your financial future. As your fee-only investment advisor and financial partner, we are in the business of consultative solution development, ...
