THE WEALTH STRATEGIST
May 30, 2007  Volume 2 | issue 8
  • 9115 Corsea del Fontana Way
    Naples, FL 34109
  • Tel: (239) 596-0118 Fax: (239) 596-0180
  • Contact us via email
How To Become A Client

VOTED 2007 America's Top Financial Planners - Consumer Council Research

Click here to refer this newsletter to a friend

Click here to find out about our upcoming seminars

Financial Planning Series- Part II

Ruth L. Forehand, CFP®

Last month we discussed what qualifications differentiate a Certified Financial Planner™ practitioner from other financial services professionals.  We also discussed the first of 5 components found in a financial plan: cash flow or budgeting....

To read this entire article... Click Here!

Charitable IRA Options for RMD

Steven T. Merkel, CFP®, ChFC

One of the greatest investment vehicles for the individual investor is the Individual Retirement Arrangement or IRA.  You might ask, what makes it so great?  Well, consider this… tax-deferred growth (in some cases-tax free), a tax-deduct...

To read this entire article... Click Here!

Unsubscribe from this newsletter

CFP(TM), CERTIFIED FINANCIAL PLANNER(TM), and the CFP symbol (the CFP symbol) are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Disclaimer: FAC Wealth Management, LLC is a fee-only, independent, Registered Investment Advisor, registered with the Securities Exchange Commission and various states as required by law. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers.