Top Financial Planning Firms

List of top best financial planning firms/companies:

Ledford Financial in Orlando, Florida - It is a leading comprehensive financial and investment services firm that works predominantly with high-net-worth individuals, as well as for-profit and not-for-profit companies. In 2008, Ledford Financial was honored by Orlando Magazine as one of the Top Financial Planning Firms in Central Florida. Orlando Magazine selected the top 20 firms based on its own internal criteria whcih included assets under management, length of time in business, and reputation in the community.

Prosperity Financial Group - It was named among the “Top Financial Planning Firms” by the East Bay Business Journal in 2008. The firm specializes in working with small business owners, busy professionals and retirees who want to reduce their taxes, invest for their futures and leave lasting legacies.

Choice Asset Management, Inc. - It was founded in Austin (Texas) in 1984, offering a wide range of investments and products that meets each client’s individual needs. Two companies in the CHOICE Asset Management family were recognized in “The List” section of the March13-19, 2009 issue of the Austin Business Journal. Choice Investments, Inc. is ranked 4th under Top Wealth Management Firms, while Choice Advisory Group, Inc. is ranked 3rd on the list of Financial Planning Firms.

LBA Wealth Management - It is a wealth management and financial planning firm based in Jacksonville (Florida), offering financial strategies backed by education, knowledge and experience that are supported by industry renowned research. And, it has been recognized as one of Northeast Florida’s top financial planning firms by 904 Magazine.

* Next: Top Wealth Management Firms

Author

Kelvin Wong Loke Yuen is an experienced writer with a strong background in finance, specializing in the creation of informative and engaging content on topics such as investment strategies, financial ratio analysis, and more. With years of experience in both financial writing and education, Kelvin is adept at translating complex financial concepts into clear, accessible language for a wide range of audiences. Follow him on: LinkedIn.

Popular posts from this blog

Advantages & Disadvantages of Reducing Balance Method

Advantages of Reducing Balance Method of Depreciation (also known as diminishing balance method, written down value method or reducing installment method): 1. Simplicity and Ease of Use One of the main advantages of the Reducing Balance Method is its simplicity. The method requires only a basic understanding of how to calculate depreciation using the fixed percentage rate applied to the asset's book value. Once the initial cost of the asset and the depreciation rate are determined, it is relatively straightforward to calculate the depreciation expense for each period. This simplicity makes it easy for accountants and businesses to apply this method, particularly when dealing with multiple assets. Moreover, as the method doesn’t require complex estimations of residual values or changes in useful life, businesses can easily calculate depreciation year over year, providing a clear and consistent framework for accounting. This also simplifies financial reporting and compliance with
Read more

Advantages and Disadvantages of Swaps

A swap is a financial derivative instrument that involves the exchange of a series of cash flows between two parties over a specified period. Typically, swaps are used to manage risk, particularly interest rate and currency risk, by converting variable cash flows into fixed ones or vice versa. Swaps can also be employed to align liabilities with revenues, hedge against fluctuations in commodity prices, or manage exchange rate risk. The two most common types of swaps are interest rate swaps and currency swaps, although other variations such as commodity swaps and equity swaps also exist. Swaps have grown in popularity due to their ability to offer more customized solutions compared to traditional financial instruments such as futures, options, or forwards. Despite their advantages, swaps also come with certain risks and drawbacks, which must be carefully considered before entering into such contracts. Below, we explore both the advantages and disadvantages of swaps in more detail. Adv
Read more

How to Calculate Debenture Interest

Debenture is a liability instrument with a fixed rate of interest, and the holders of debenture are considered as creditors of the limited company. Interest on debentures is calculated at a fixed rate of interest on the face value (not on the issue price), and is charged to Profit and Loss Account. Note that such interest must be paid to the debenture holders even if the company is not making a profit or incurring losses. Nature of Debentures Debentures are long-term debt instruments issued by companies, typically with a fixed interest rate and a set maturity date. They are a key tool for companies looking to secure funding without diluting ownership, as debentures do not confer any equity rights to the holders. Instead, debenture holders act as creditors, and their claims on the company are generally subordinate to other types of liabilities such as bank loans or trade payables. Debentures are classified as unsecured or secured. Secured debentures are backed by a specific asset or se
Read more