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Unlike most financial advisors, who only focus on wealth management, Treasure Valley Financial Planning offers all essential components to ensure you feel secure. Whether you are nearing retirement and want to make sure you are on track or are already retired and want to make sure you don't have to go back to work, we're here to help you plan with confidence for the retirement you deserve.

Our clients have expressed the burden of navigating retirement on their own. Aside from not having the time, knowledge, nor the desire to plan for your financial future, being able to lean on and receive care from a trusted advisor can be fun and instill confidence.

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Yes! A fiduciary is an individual who acts in the best interest of a particular person or beneficiary. Fiduciary financial advisors must only buy and sell investments that are the best fit for their clients. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest.

Working with a financial advisor may not be life or death, but they do hold the ripcord to your financial future. There's an ethical parachute some financial advisors abide by that helps ensure you stay safely on course: the fiduciary duty.

In addition to an election season that could upend regulations of the financial services industry, FINRA will likely fight on to justify its existence, interest rates may finally come down, the tidal wave of AI will continue rushing into advisors' practices and the face of wealth will grow more diverse.

They range from nonprofit leaders and independent financial advisors setting an example for peers, to regulators and wealthtech innovators shaping the infrastructure of firms, to top executives at some of the world's most profitable companies.

Each portfolio is customized to the investor using our 8-Quadrant Approach. We build globally-diversified portfolios to optimize your exposure to different markets while targeting your financial goals.

A portfolio disjointed from a financial plan or tax plan is sub-optimal. We look for opportunities to drive out inefficiencies, so the portfolio is best positioned to capitalize on the benefits of the custom financial plan.

As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.

In summary, effective FP&A is crucial for businesses to remain competitive and generate long-term value for all stakeholders. As it becomes increasingly critical to enterprise success, we plan to ensure that everything we do delivers value and helps customers make planning a strategic part of their business.

The Office of Student Financial Planning partners with students and families to make a plan including scholarships, grants, student employment, and other financial opportunities. We continue to work with students throughout their journey at Mercer.

Fidelity's Planning and Guidance center allows you to create and monitor multiple independent financial goals. While there is no fee to generate a plan, expenses charged by your investments and other fees associated with trading or transacting in your account would still apply. You are responsible for determining whether, and how, to implement any financial planning considerations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third-party.

Rather than using the most popular hashtags on Instagram consider hashtags that are smaller, more niche so that you can connect with a more engaged audience that would be relevant to the niche that you serve within the financial services industry. In the example below, @taxesandbubbly uses hashtags like #taxtipsforentrepeneurs #vancouvertaxaccountant to really hone in on her specialty of providing tax and CPA services. The important caveat here is to not use too many hashtags. Using too many will make your posts look spammy. So, although Instagram may allow 30 hashtags per post make sure your hashtags are relevant and authentic.

Instagram is somewhat of uncharted territory for financial advisors but it is a fun and engaging social media platform. And when used correctly, it can really grow the brand of your financial company and help others to connect and engage with your firm on a positive level.

ToolsGroup Merchandise Financial Planning software enables rapid assessment of strategic retail planning decisions. Thanks to hindsighting, scenario planning and exception-based reporting, you can better understand customer demand and meet your financial goals.

The unified financial planning system encourages cross-functional participation and accountability across merchandise planning teams and roles, giving you increased efficiencies and a common view into financial targets.

Manage your planning process with an intuitive, strategic view of the financial plan and product hierarchy, complete with configurable metrics. With drill-down capabilities and the ability to adjust plans at any level, the solution makes it easy to calculate, track and manage both financial forecasts and cash flow.

ToolsGroup Merchandise Planning software supports multiple planning strategies, including top-down financial plans, bottom-up category plans and store plans, with the added ability to plan by vendor.

Each planning type can be created independently, allowing multiple roles in your merchandising organization to create their own version of the plan. Merchandisers can then compare plans, reconcile them from the top-down or bottom-up, and lock and spread adjustments at any product, location, or time-level within the retail plan.

Get more accurate assortment plans and store clusters with location and category planning. The system enables you to automatically balance and reconcile both location and merchandise plans, so you can measure category performance at a location level. This type of planning is used extensively by fast fashion and category-focused retailers in managing the allocation of products.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

It is important before you commit to using a financial planner that you know how you will be charged for the services. Some planners charge hourly fees, some charge an annual percentage of the money they manage for you, and some are paid commissions on products they sell. 006ab0faaa