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In The Retirement Shield, National Best-Selling Author, Shon Peil, explains in simple language and real stories how to eliminate the confusion of planning for your retirement through a simple-to-understand plan that makes sense. View more for amazon kindle or paperback here - www.amazon.com/dp/B08CBFP458
Esplanade Capital | Investing | Image source: marybrauerlaw.wordpress.com/2013/03/28/poor-defined-benef...
We will have our Mortgage Planner, Estate Planner, Retirement Planner, Investment Planner and Tax Planner at our events just for you and you will have group and private access to all of their knowledge.
Over the years, we have strengthened our position across diverse growth sectors in the UAE, owing to an incessant pursuit of innovation. We have been a reliable growth driver for businesses in real estate, manufacturing, financial, healthcare and education among others. Through a sustainable business model and a courageous ethos, we will continue to envision the future – this is the Dubai Investments’ story.
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We are wealth managers and investment advisors to affluent senior corporate executives, medical professionals and NRIs.
Create, preserve and manage long-term wealth and achieve your personal financial goals and objectives.
You can read Finance and Investment related blogs on Company Website: www.holisticinvestment.in
You can follow the Company updates on Social Media:
Featured in the photos are Managing Partners and Wealth Management Advisors Todd Bendell, CFP®, a 2012 ASU graduate (BS in Economics) and Jonathan Elliott, CPWA®, CRPC®, a 2002 ASU graduate (BS in Marketing). Todd specializes in Financial Planning while Jonathan specializes in Portfolio Management. Together they make the powerhouse team that is Optima Capital Management. Optima Capital Management was founded in 2019 by ASU graduates Todd Bendell, CFP® and Jonathan Elliott, CPWA®, CRPC®.
“Together, we use knowledge from our 25 years of combined management experience at Merrill Lynch to create a more technologically advanced and efficient solution for clients. In the financial services industry, we felt there were a lot of barriers to entry and jargon to make the average investor seem inadequate. At Optima, we educate and empower individuals to make better investment and retirement planning decisions.
We are constantly reviewing all processes to try to optimize for timeliness and efficiency. Our process for client acquisition typically incorporates 1 or 2 web meetings in order to gauge mutual interest from advisor and client, to save both parties time. This also enables the client flexibility to take the web meeting from their workstation or home. While Todd was at Merrill Lynch, his process quickly became a firm strategy, and he gave seminars nationwide to talk about his innovations.
Being structured as a Registered Investment Advisor, we are able to be progressive in other ways. This includes marketing through a variety of social media channels, while leveraging third parties to help Optima find relevant content. We are a firm of ideas, and we deliver our clients education on a weekly basis either via LinkedIn, mail/email, or our website. On average, Optima employs a staff of five different student interns, all from ASU, with majors ranging from Finance and Economics, to Marketing and English. In an ever changing industry we think it is important to get “outside the box” talent interested in our industry. Some are sophomores, while others are seniors and will be employed full time with our firm upon graduating.
Our investment strategy is very forward thinking especially when compared to large brokerages such as Morgan Stanley or Fidelity. We prefer a custom approach using individual stocks and bonds vs the typical one-size fits all philosophy that other firms recommend using for mutual funds, ETF indexes, and models. Our stock selection methodology is a 5 step process that takes into account company fundamentals, technical analysis, and market relative strength. In short, we are much more active in our equity research and risk management than a typical investment provider which has enabled us to perform quite well for our clients. The technology that we have input into our trading software allows us to be nimble, and react to changes that we see in the market.”
*** Images fully released. Model releases on file in the ASU Enterprise Marketing Hub. ***
Esplanade capital | Investing | Image source: detroit.cbslocal.com/2012/03/27/ums-first-startup-investm...
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www.planyourfinances.com/where-should-i-invest-money - Investment planning is essential for retirement, education or critical illness insurance. We teach the basics of financial investment so you can grow wealth.
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Being your financial advisor first we understand your needs then provide customized solutions for the same. Click here to know more: www.athworth.com
need to note that there’s only a small amount of publicly available data in this matter, but those numbers show a case, albeit weak, for AIMCo being the better pension manager in terms of performance.
fpconnect.ca/2019/11/the-alberta-teachers-pension-move-do...
Retirement planning professional and best retirement planning Irving tx can analyze your financial goals and project the retirement plan that fits for you. Value Financial Services is the best professional companion to design your retirement with the right investment. Enter into the secure gateway with proactive retirement planning from Valuefinserve professionals.
Have money to invest but lack the knowledge to do so? The United Capital PLC Group provides services including Investment Banking, where we develop innovative solutions for your particular financial needs by making investments over a wide range.
Explore the world of financial insights with our ROI Calculator. 📊💰 Uncover the potential returns on your investments and make informed decisions for a prosperous future. Whether you're a seasoned investor or just starting, this tool is your key to maximizing returns. Calculate, plan, and secure your financial success today! 💡✨
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Startup Costs Calculator: Plan your entrepreneurial journey with the Startup Costs Calculator at Calculator Central. Estimate initial expenses and prepare for success.
Featured in the photos are Managing Partners and Wealth Management Advisors Todd Bendell, CFP®, a 2012 ASU graduate (BS in Economics) and Jonathan Elliott, CPWA®, CRPC®, a 2002 ASU graduate (BS in Marketing). Todd specializes in Financial Planning while Jonathan specializes in Portfolio Management. Together they make the powerhouse team that is Optima Capital Management. Optima Capital Management was founded in 2019 by ASU graduates Todd Bendell, CFP® and Jonathan Elliott, CPWA®, CRPC®.
“Together, we use knowledge from our 25 years of combined management experience at Merrill Lynch to create a more technologically advanced and efficient solution for clients. In the financial services industry, we felt there were a lot of barriers to entry and jargon to make the average investor seem inadequate. At Optima, we educate and empower individuals to make better investment and retirement planning decisions.
We are constantly reviewing all processes to try to optimize for timeliness and efficiency. Our process for client acquisition typically incorporates 1 or 2 web meetings in order to gauge mutual interest from advisor and client, to save both parties time. This also enables the client flexibility to take the web meeting from their workstation or home. While Todd was at Merrill Lynch, his process quickly became a firm strategy, and he gave seminars nationwide to talk about his innovations.
Being structured as a Registered Investment Advisor, we are able to be progressive in other ways. This includes marketing through a variety of social media channels, while leveraging third parties to help Optima find relevant content. We are a firm of ideas, and we deliver our clients education on a weekly basis either via LinkedIn, mail/email, or our website. On average, Optima employs a staff of five different student interns, all from ASU, with majors ranging from Finance and Economics, to Marketing and English. In an ever changing industry we think it is important to get “outside the box” talent interested in our industry. Some are sophomores, while others are seniors and will be employed full time with our firm upon graduating.
Our investment strategy is very forward thinking especially when compared to large brokerages such as Morgan Stanley or Fidelity. We prefer a custom approach using individual stocks and bonds vs the typical one-size fits all philosophy that other firms recommend using for mutual funds, ETF indexes, and models. Our stock selection methodology is a 5 step process that takes into account company fundamentals, technical analysis, and market relative strength. In short, we are much more active in our equity research and risk management than a typical investment provider which has enabled us to perform quite well for our clients. The technology that we have input into our trading software allows us to be nimble, and react to changes that we see in the market.”
*** Images fully released. Model releases on file in the ASU Enterprise Marketing Hub. ***
Avestar Capital is a local wealth management firm offering family offices services, investment strategies & more. avestarcapital.com/firm/family-office-services.html
Plan For Your Financial Future-Attempting to pick only winning markets in any given period is a challenging proposition. By pursuing a globally diversified approach to investing, one doesn't have to attempt to pick winners to achieve a rewarding investment experience.
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www.maycombwealth.com/wp-content/uploads/2019/04/Home-Bia...
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Phone: +353 91 393 125
Email: office@mmadvisors.ie
Address: Unit 3, Office 6, Liosban Business Park, Tuam Rd, Galway, Ireland
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PrimeWealth is one of the best financial planner for retirement in India offering services like tax planning, estate planning and more to help secure your future.
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There are several considerations on tax for the homeowners for Estate Planning In Irving. Taxes related to the real-estate are generally paid from the time of buying a home through a property sale. The capital gains tax may not be the most focused part of selling the home back to someone else.
PrimeWealth is one of the best financial advisor for entrepreneurs in India offering services like tax planning, estate planning and more to help secure your future.
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Esplanade Capital | Investing | Image source: blog.enfocussolutions.com/Powering_Requirements_Success/b...
PrimeWealth is one of the best financial planner for high net worth individuals in India offering services like tax planning, estate planning and more.
Visit website : primewealth.co.in/financial-planner-for-high-net-worth-in...