Posts Tagged ‘financial planner’


Why People Want Independent Financial Advisors

Icon Provided by Joseph Regenstein IV, CMFC on June 15, 2010

A new perception has taken hold: “independent” is better. Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial professional who is candid, trustworthy and thoroughly educated, who provides personalized financial consulting for each client.

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Tags: financial advisors, financial consulting, financial planner, financial professional, investment advisor representative, investment goals, Joseph Regenstein IV, paradigm shift, registered investment advisor, stock brokers, traditional brokerage


Life Insurance in Oviedo

Icon Provided by Joseph Regenstein IV, CMFC on May 19, 2010

Life Insurance in Oviedo Why Purchase Life Insurance? It’s an important part of your personal financial safety net. Rainstone Financial offers a wide range of life insurance solutions to help you protect the ones you love. In the event of your passing, life insurance provides money directly to your beneficiaries. They can use the money [...]

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Tags: financial planner, financial safety, life insurance questions, oviedo, paying off a mortgage, purchase life insurance, term life insurance, what is term life insurance, what is whole life insurance, whole life insurance


Economic Update March 2010

Icon Provided by Joseph Regenstein IV, CMFC on March 8, 2010

Quote of the month. “I always have to dream up there against the stars. If I don’t dream I will make it, I won’t even get close.” – Henry J. Kaiser The month in brief. We saw a very pleasant 180º from January. New M&A action, nice corporate profits and the possibility of a rescue [...]

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Tags: core cpi, corporate profits, earnings per share, economic health, Economic Update, financial planner, personal savings rate, rainstone