Members in the News

Be the first person like this.
Certified ACP member and co-owner of Taconic Advisors, Meredith Briggs is quoted in this article, Anti-Annuity Stance Softening Among Advisors and Investors , in ThinkAdvisor.
0 comments
Be the first person like this.
ACP's upcoming webinar featured in Digital Journal article,  Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
0 comments
Be the first person like this.
Every year, the Alliance of Comprehensive Planners (ACP) hosts a conference to give members a chance to come together to discuss, learn, and collaborate with each other about the most pressing financial planning topics. ACP, a not-for-profit organization, is a community of fee-only, holistic financial planners. We believe in providing advice based on the true meaning of fiduciary service. Our clients always come first, and our advice is based on their needs. We believe it’s essential to stay informed about taxes and the potential tax effects of financial decisions. By operating on the retainer model, we are able to give our clients the best possible advice. ...
0 comments
Be the first person like this.
ACP President, Jim Davis, quoted in USA Today article, How Today's Low Taxes Can Help Nurture Your Retirement Nest Egg .
0 comments
Be the first person like this.
ACP Member, Troy Von Haefen, Profile Published on ThinkAdvisor. Read the article here .
0 comments
Be the first person like this.
To watch the full video of Lois Basil at the FPA Conference, click here to watch .  Video Credit: Impact Communications ACP member Lois Basil talks about working with clients on a flat fee / retainer model and how she provides tax-focused, holistic financial planning services on a commission-free basis. She shares how the Alliance of Comprehensive Planners (ACP) works to support independently owned and operated RIAs like hers and says that being a woman-owned firm has helped attract clients. Recorded live at the FPA annual conference at the Hyatt Regency Chicago, Sept. 2018 by AssetTV
0 comments
Be the first person like this.
Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology. Read the full press release here.
0 comments
Be the first person like this.
ACP Member, Meredith Briggs, quoted in MoneyTalks News article, 8 Smart Money Moves to Make as an Empty Nester .
0 comments
Be the first person like this.
ACP Member, Frankie Corrado, mentioned in ThinkAdvisor article by Bernice Napach .
0 comments
Be the first person like this.
ACP mentioned in AARP article, Financial Planners for the Rest of Us.
0 comments
Be the first person like this.
Meredith Briggs quoted in The Simple Dollar article, Five Situations Where Money and Emotions Don’t Mix. "
0 comments
Be the first person like this.
Jake Kuebler quoted in NerdWallet article, " Does My Business Get the Pass-Through Income Tax Deduction? "
0 comments
Be the first person like this.
Click here to read the article  Why AUM Fees 'Poison' the Advisor-Client Relationship that Bert Whitehead was quoted in
0 comments
Be the first person like this.
By:  Stephen Martin , CFP®, CPA, JD What Types of Trusts Do I Need for Estate Planning We generally recommend that everyone obtain some basic documents for their estate planning, including a will, a financial power of attorney, a health care power of attorney, and a living will. Also, it is critical for everyone to review how their assets are titled and how their beneficiary designations are named on certain types of assets such as retirement assets and life insurance. Beyond that, you may be wondering whether you need a trust. If so, what type of trust do you need? Trust Overview Before we discuss whether a trust is needed for your estate planning, ...
0 comments
Be the first person like this.
ACP member Zach Teutsch was featured on an XY podcast in an interview with Alan Moore, Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch .​
0 comments
Be the first person like this.
ACP Member, Michelle Morris, was Mentioned In Niche Marketing Helps Advisors Target Clients' Lifestyle, Hobbies.
0 comments
Be the first person like this.
By: Michelle Morris ,  CFP®, EA When I work with clients on retirement planning I have a lot of questions about numbers.     How much have you saved so far?     How much more will you save?     How much do you spend now, how might that change in retirement?    How much will your social security benefit be?    How much will your health insurance cost? On and on and on, numbers galore! But what about the non-numerical questions? They are also important.     How will you fill your time for the first 6-12 months after you retire? How about after that?     How will you keep your mind sharp?     What’s going to get you out of bed in ...
0 comments
Be the first person like this.
ACP member, Mary Alpers of Alpers Financial Planning in Colorado Springs, CO was mentioned in The Wall Street Journal in “No, Stocks Aren’t Cheap, but Don’t Act Rashly” by writer Jason Zweig on August 21, 2018. She recommends:   You and your financial adviser should long ago have set a target asset allocation, which determines how much of your holdings you spread across stocks, bonds and other investments. Particularly within a retirement account, where sales won’t generate tax bills, you could downshift some of your risks without changing your overall allocations, says Mary Alpers of Alpers Financial Planning in Colorado Springs, Colo. https://www.wsj.com/articles/no-stocks-arent-cheap-but-dont-act-rashly-1534863601
0 comments
Be the first person like this.
Here is a mention of ACP, courtesy of Carolyn McClanahan on Forbes, titled “ When Does the Millionaire Next Door Need a Financial Planner ?
0 comments
Be the first person like this.
ACP Mentioned in, Test Your Financial Advisor: Ask About the Fiduciary Rule   article by Andrea Coombes at Nerd Wallet.
0 comments