Tag: financial planner

Radon Stancil, CFP, Provides Retirees with Sound Investment Strategies and Peace of Mind

Raleigh, NC – December 5, 2011 – Radon Stancil, Certified Financial Planner, is co-owner and co-founder of Retirement Investment Strategies and Diversified Estate Services, LLC in Raleigh, North Carolina, and while its numbers and strategy that drew him to the industry, it’s the emotional side of it that he enjoys and surprised him the most. […]

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Retirement Income Investing Specialist Stephen Lomsdalen Featured in The Wall Street Journal and Other Major Media Outlets

Stephen Lomsdalen, Retirement Income Investing Specialist, was recently featured in the Wall Street Journal as well as major online media outlets, including Yahoo!Finance, Morningstar, CNBC, MarketWatch and many others. Scottsdale, Ariz. – November 4, 2011 – Stephen Lomsdalen, President of Lomsdalen Wealth Management Firm, was recently featured in the Wall Street Journal with other leading […]

Written by on November 4, 2011

Stephen Lomsdalen Creates The “Retirement Audit Program” To Help Clients Gain Confidence

Ranked In The Top 1 Percent Of All Financial Planners In The World, Scottsdale Based Stephen Lomsdalen Creates The “Retirement Audit Program” To Help Clients Gain Confidence In These Uncertain Economic Times Phoenix, AZ – September 22, 2011 – Helping retirement minded investors create a plan for “conservative investing for a successful retirement,” Stephen Lomsdalen—President […]

Written by on September 22, 2011

Retirement Planning and Financial Expert, Brian Fricke, To Contribute To Retirement Book For Librarians

Brian Fricke, financial and retirement planning expert, has been asked to contribute his expertise to a new book, “Pre and Post Retirement Tips for Librarians.” Orlando, Fla. – February 28, 2011 – Brian Fricke, CFP founder of Financial Management Concepts and “Worry Free Retirement” author/expert, has recently been asked to contribute his expertise in retirement […]

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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 […]

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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 […]

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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 […]

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Retirement Planning and Financial Expert, Brian Fricke, Offers Four Must Have’s For Proper Estate Planning

Brian Fricke, financial and retirement planning expert, publishes article giving four examples of imperative estate documents that every family should have in place. Orlando, Fla. – October 7, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently published an article on his website titled “Four Must […]

Written by on October 7, 2010