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Our Modern Process Includes:, Financial Planning,, Investment Management,, and Income Tax Preparation. Specialties: Not affiliated with any brokerage firm, bank, or insurance company. Comprehensive Financial Planning, Prioritizing Goals, Debt Management, Investment Management, College Education Planning, Tax Planning, Stock Option Strategies, Fee-Only financial planner specializing in Gen X & Y, Tech Employees, and Growing Families. Increase your income by getting people to pay for your skills! How to turn your social media comments into passive income! melvin@finvin.in (+91) 9820843739 . I was very much satisfied with my decision then. Navi Peth, Pune, Maharashtra - 411030, C 4/9, Madhuraj Nagar, Near Income Thanks to Max SecFP, all our financial goals are on fast track. I would seriously recommend Prakash Sir to anybody who is in need of a financial Planner. Use our Robo-advisory Excel Tool for a start-to-finish financial plan! (https://www.youtube.com/watch?v=wumvN_MedLo). The position reports to Director-Financial Planning & Analysis at Avantor Business Center (ABC . Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning. Specialties: Is it time for performance linked fees in active mutual funds? Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k) Plans for Small Business, Fee-Only financial planner located in Montrose, CO, serving clients locally and across the country, Specialties: No matter. Your needs, interests and . I have read all his articles and blogs in his web site of Max secure Financial Planners .I am very impressed with his genuine advice which is without his self interest. Third party links and resources are provided for your convenience, and have not been independently verified by Advisorology, LLC. Mr Praharaj has provided us the road map on achievement of our goals and peace in life and I consider him a Trustworthy and Top financial Planner. Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Simplifying Financial Planning, Holistic Financial Planning. Legally sworn and obligated to always place the interest of the client ahead of their own. Choose an RIA who impresses and whose fee is acceptable to you. Financial advice is provided, and clients are expected to take necessary action on their own. We dont directly or indirectly hold your money in our accounts, we just help you to enable the transactions. He constructed a portfolio for me and also reviews it regularly. Those that charge a flat fee and those that charge a fee as a percentage of assets managed. 17 yrs. Our first meeting is us talking about your values around money. Wealth Management, Comprehensive Financial Planning, Solo and Group 401(k) Administration, ESG / Socially Responsible Investing, Fee-Only financial planner serving US clients virtually, regardless of their location, Specialties: Other languages they can speak is mentioned within brackets. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Contents hide. Comprehensive Financial Planning, Investment Management, Personalized Financial Advice You Can Trust, Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX, Specialties: Anyone with an annual household income of more than Rs. Join to apply for the Manager FP&A role at Avantor. More than 700 salaried employees, entrepreneurs and financial advisors are part of our exclusive community! ), Learn how to manage your portfolio regardless of market conditions! I believe the confidence to not jump into bandwagons has non-zero competence tagged with it. You can unsubscribe from these emails at any time. Just counter with a lower rate. Yes, yes, there are fee-based planners genuinely interested in their clients welfare etc. Thanks Alok and Yashodhan for your honest services, "Me and My family have been their clients since my first paycheck. 9069382525 ( Click here to connect on whatsapp ), Office 311, Second Floor, Above The Barkhana, Address Commercia Mall, Wakad, Pune 411057, Copyright 2023 | Powered by PrimeWealth. I have realized the difference; in my earlier endowment policies my family was not sufficiently insured; also premium was very high and return was low. 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We believe in making things simple to understand and being completely transparent at the same time. Concern is to diversify income and passing on wealth to heirs. If an existing client chooses to renew the engagement while the current fees are applicable, then Rs 12,500 for the subsequent twelve-months. Full-time. 160 Fee Only Financial Planner jobs available on Indeed.com. Advisorology, LLC is not responsible for the accuracy or viability of the information or services offered through third-parties. But I listened him more carefully and surprised to know that he is genuinely concerned about misselling in financial products and help common people. Exploring & suggesting on the revenue increase, cost saving/Margin expansion opportunities. Praharaj more than 700 salaried employees, entrepreneurs and financial Advisors Fund Expense Ratio: Direct plan vs Regular.. 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