Financial Planners Bradenton FL

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Bradenton, FL that can help answer your questions about Financial Planners.

Edward J. Aufman
Aufman Associates Inc.
(724) 934-5600
3010 Grand Bay Boulevard, Unit 412
Longboat Key, FL
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, RFP

William Hufnell
Annapolis Financial Services
(877) 626-8198
1990 Main Street Suite 750
Sarasota, FL
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MS

Margery Schiller
Goar, Endriss & Walker P.A.
(941) 366-6380 Ext: 140
1590 First Street
Sarasota, FL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Allen Osgood
Financial Freedom, LLC
(800) 503-9500
6151 Lake Osprey Drive, Third Floor
Sarasota, FL
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Lea Smith Johnson, CFP®
(941) 462-2731
4515 Barracuda Dr
Bradenton, FL
Firm
Financial Services Corporation
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Edward B. Aufman
Aufman Associates Inc.
(724) 934-5600
3010 Grand Bay Boulevard, Unit 412
Longboat Key, FL
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

James Shagawat
Baron Financial Group, LLC
(941) 922-1365
1990 Main Street, Suite 750
Sarasota, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Entrepreneurs, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BA, MBA

Victor Cannillo
Baron Financial Group, LLC
(941) 922-1365
1990 Main Street, Suite 750
Sarasota, FL
Expertises
Retirement Planning & Distribution Rules, Real Estate Investments, Special Needs Planning, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor

Joseph Downs
Reality Financial Planning Services, LLC
(941) 366-5700
3947 Clark Road
Sarasota, FL
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Larry K. Winegar, CFP®
(941) 739-7027
6250 East State Road 70
Bradenton, FL
Firm
BB & T

Data Provided By:
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Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina