Tag: financial advisor

Wealth Management Expert Mitch Levin Publishes New Article Discussing The Impact Of Fees And Costs On Mutual Fund Investments

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, writes about the impact that fees and other costs have on the value of mutual fund investments. Orlando, FL – February 16, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida […]

Written by on February 16, 2011

Retirement Planning and Financial Expert, Brian Fricke, Exposes Hidden Investment Fees In Annuities and Mutual Funds

Brian Fricke, financial and retirement planning expert, writes about hidden investment fees for annuities and urges investors carefully evaluate their investment fees. Orlando, Fla. – February 14, 2011 – Brian Fricke, CFP founder of Financial Management Concepts and “Worry Free Retirement” author/expert, recently published an article on his website titled “Hidden Investment Fees…Exposed!” where he […]

Written by on February 14, 2011

Summit Wealth Management Inc. Selected for State-Funded Economic Growth Program

GrowFL will provide Summit Wealth with support through a number of free services, including access to market research and technology, strategy analysis, database research and website optimization. ORLANDO, Fla. (Feb. 14, 2011) – Summit Wealth Management Inc.,(www.summitwealth.com)  a nationwide 30-year-old investment advisory firm, has been selected to participate in GrowFL, a state-financed program that helps […]

Written by on February 14, 2011

Retirement Planning and Financial Expert, Brian Fricke, Says “Don’t Pay For Your Kids (or Grandkids) College Education!”

Brian Fricke, financial and retirement planning expert, discussed the issue of paying for your kids or grandkids college education in a recent edition of Worry Free Living TV™ Orlando, Fla. – February 11, 2011 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently tackled the issue of […]

Written by on February 11, 2011

Wealth Management Expert Mitch Levin Publishes Blog Discussing Financial Anxiety And The Need For Careful Financial Planning

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses financial anxiety currently being experienced even by the affluent. Orlando, FL – February 11, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management – Florida Division, a wealth management company, recently published a […]

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Retirement Planning and Financial Expert, Brian Fricke, Wraps Up Successful Charity Gift Matching Program

Brian Fricke, financial and retirement planning expert, is pleased to announce the success of their 6th Annual Matching Gift Program at Financial Management Concepts Orlando, Fla. – December 20, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently wrapped up their 6th Annual Matching Gift Program.  […]

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Retirement Planning and Financial Expert, Brian Fricke, Discusses Asset Allocation Myths

Brian Fricke, financial and retirement planning expert, publishes article citing asset allocation myths investors should avoid. Orlando, Fla. – November 4, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently published an article on his website titled “Asset Allocation Myths You Need To Avoid ” where […]

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Retirement Planning and Financial Expert, Brian Fricke, Organizes Elite Professionals Group

Brian Fricke, financial and retirement planning expert, recently put together an Elite Professionals Group to eliminate the hassle and worry out of finding competent and trusted professional advisors. Orlando, Fla. – October 20, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently initiated an Elite Professionals […]

Written by on October 20, 2010