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Dec 20 / admin

Damon, Topham and Company of Marshfield Announce Financial Planning Services

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10 Comments

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  1. chutchethe / Jul 12 2010

    Financial Reporting Analyst – Hartford, CT Get Financial Planning Jobs #FinancialPlanning #06103 #jobs

  2. ciano / Jul 20 2010

    is that a serious answer angela?

  3. zaking / Aug 1 2010

    Paraplanner – Manchester – £18k-£22k Investment firm based in Manchester require a Paraplanner to join the financial planning team. Your duties will be to provide suitability letters, reason why preparation and also client research for the IFA’….

  4. goitis wer / Aug 9 2010

    You need financial planning to adopt a child: Financial planners point at the increasing trend of adoption by sing…

  5. sach / Aug 10 2010

    Cool

  6. hindle / Aug 10 2010

    Licenses are portable. All you need to do is fill out the appropriate paperwork with any new agency you work for.

  7. fie kadazarhar / Aug 19 2010

    Financial planning is something that I would consider very "high touch", which means that one can't do remotely. In fact, a financial planner will have to speak the same spoken language, understand the culture, people and regulations.

    As you move up in your career, you can't afford to switch periodically. Every time you switch to another country, you are essentially starting over. As you reach a certain level, fewer companies would even give you a chance to start over.

    Therefore as you consider this move, you need to factor whether you are creating an expertise domain that consists of Australia and China or you will be looking for moving to Europe in a few years. If your husband's job takes him to a different place every few years, then this decision needs to be a conscientious one. Between the two of you, who's career is going to be the driving force for where you'll live.

    I've read that there is a new generation of Chinese who are mostly entrepreneurs and with a lot more money than their parents. Although, there are markets for insurance types of products, Chinese are generally not open to discuss their personal finance with strangers (Consider where you are – Do you get a lot of Chinese clients?) Maybe you can be one of the pioneers who try to broaden financial planning concept to China.

    Best wishes.

  8. rum sten / Aug 19 2010

    Article by at 2010-08-18 09:41:13
    Categorized in Retirement Calculations,

  9. lauren raffeiberl / Aug 30 2010

    God Good lots of ideas you are sharing!!! thanks for posting the video :) please watch my videos and also learn something :)

  10. laudrea corellio / Aug 31 2010

    Most of the "financial planning" companies have good honest representatives as well as honest yet stupid Representatives.

    Interview several of them. There will be large differences within a company (as well as comparing companies to each other).

    A good rule of thumb is to run away as quickly as possible if one of the first products they suggest is an annuity product. You can search the web on annuities (Money Mag., Forbes, Kilpinger's and many more)……….. Except in rare cases, the only ones that benefit from these most expensive financial products are the sales representatives.

    ALSO: Be very careful with the suggestions on Yahoo Answers…. you'll never know the qualifications or motives of these people.

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