Financial Planning Consultant Services

Faith-Based Management Faith-based organizations differ radically from other not-for-profits. Balancing the tasks of managing staff, working with volunteers, providing services or spiritual assistance, and raising funds is a difficult and often frustrating endeavor. Faith-based organizations also have to operate in the secular world of funding, regulations, marketing, competition, and cash flow. All of these demands can tax even the best managers. Yet amazingly, until now, there were no professional resources geared exclusively to the concerns of leaders and managers of faith-based organizations. The first and only guide of its kind, Faith-Based Management arms you with the knowledge and skills you need to successfully manage your place of worship or faith-based service organization. Drawing upon his many years of experience as a trainer and consultant who has worked with hundreds of organizations nationwide, Peter Brinckerhoff explores the unique demands and common pitfalls that beset faith-based managers. Writing in a congenial, highly accessible style, he identifies the seven major characteristics shared by all successful faith-based organizations and shows you how to assess the strengths and weaknesses of your organization’ s management in each category. Using numerous real-world case studies and examples to illustrate his points, he describes proven faith-based management strategies and techniques that you can put to work immediately in your organization. And he provides clear-cut, easy-to-follow guidelines on how to manage for excellence in all crucial areas, including staff recruitment and management, financial stewardship, leadership, marketing, strategic planning, and more.Faith-Based Management is an indispensable hands-on resource for leaders, board members, managers of places of worship, faith-based service organizations, and faith-centered foundations.

Trusted advice for those looking to strike out on their own Written from the perspective of a successful entrepreneur and investment advisor, Starting Your Own Practice is designed to help professionals looking to go into business for themselves make the right choices. This comprehensive guide will help professionals plan their next move and show them how to structure the marketing, management, staffing, and general operation of their business. Starting Your Own Practice can turn the dream of owning an independent business into a reality, especially for those who are already experienced investment advisors, insurance agents, attorneys, accountants, and consultants. Robert Fragasso, CFP (Pittsburgh, PA), has over three decades of experience in the investment and financial planning fields. He directs the planning, management, analysis, research, and review of all client programs at the Fragasso Group.

Metropolitan West Financial LLC - Metropolitan West Financial is a diversified financial services holding company with interests in a variety of firms that provide financial advice and strategic planning, capital management, asset management, investment advice, and fixed-income portfolio management. The acquisitive firm provides its services to businesses and high-net-worth individuals in the US.

Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.

Advice America - AdviceAmerica is a leading provider of Web-based Financial Planning software.Its radical and easy to use Financial Planning software empowers financial services firms and financial advisors to strengthen customer relationships and grow revenues by delivering comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.

USAA - USAA Group is a financial services company headquartered in San Antonio, Texas, that offers insurance, including life insurance; banking services through the USAA Federal Savings Bank; financial planning; and discount brokerage and investment services including a line of mutual funds. Other ventures include a real estate investment company, a mail-order retail catalog operation, and travel services.

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