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STAYING THE COURSE!

STAYING THE COURSE!
Don’t just watch that daily number. Keeping emotions out of the investment decision-making process is a goal and a task taking up much of the educational time a fiduciary-style

Catering to Medical Practitioners

Catering to Medical Practitioners
Former teacher enjoys schooling clients about financial planning, insurance, philanthropy.

Early Adoption of Changing Methodologies equals success

Early Adoption of Changing Methodologies equals success
Call it a drive for the acquisition of multi-dimensional success. Or, label it a cutting-edge model aimed at creating a highly personal experience for the clients of Lindner Capital Advisors.

Keep Clients from Panicking

Keep Clients from Panicking
If you can educate clients to a point where they don’t panic whenever the markets fluctuate, then you – as an advisor – have been successful.

Helping Current (and Next Gen) Business Owners Succeed

Helping Current (and Next Gen) Business Owners Succeed
Carving out a niche by solving challenges for special needs families. Columbus Capital built its reputation as a worthy financial planning firm by helping current business owners

Clients That are as Financially Literate as the advisor

Clients That are as Financially Literate as the advisor
Make the Best Relationships. Determining a client’s true risk tolerance is a tricky endeavor requiring a mastery of human psychology, perhaps a high level of clairvoyance and the artful ability

Financial Care for Women Transitioning Through Divorce

Financial Care for Women Transitioning Through Divorce
It is an unfortunate statistic that nearly half of the 2.4 million marriages in the United States each year will end in divorce.

A Passion for the Process

A Passion for the Process
Financial plans for accommodating an unpredictable future. At Berk Cleveland Rathmell Wealth Strategies LLC (BCR Wealth) in Vestavia Hills, Alabama, the staff is passionate about helping

The Art of Retirement

The Art of Retirement
Making your money last a lifetime. What does retirement sound like? For some it’s the click of pruning shears snipping a prized rose bush.

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