Members in the News

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Frankie Corrado, an ACP member, shares a real-life strategy in this Gail Marks Jarvis / Reuters article Stretch your retirement with this tax-saving strategy: https://www.reuters.com/article/us-column-marksjarvis-rothconversion/stretch-your-retirement-with-this-tax-saving-strategy-idUSKCN1Q929P, February 20, 2019
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Linda Leitz, ACP member, interviewed as expert on camera in this segment in KOAA News5: "Financial impacts for females? More women bound to be single", expert says https://koaa.com/news/covering-colorado/2019/02/10/financial-impacts-for-females-more-women-bound-to-be-single-expert-says/,   February 10, 2019
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Certified ACP member, Linda Leitz, wrote this bylined piece for The Colorado Springs Gazette: "Plan now to save time on your taxes" , February 12, 2019.
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ACP member Michelle Morris interviewed by Investor’s Business Daily and mentions ACP’s 10-year laddering process in “Women Seeking Financial Advice Create Opportunities for New Clients”,  January 18, 2019
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ACP certified member, Meredith Briggs, is quoted in Toby Salinger’s article in Financial Planning: " Broker-dealer RIAs renew fraught debate: What is fee-only? ," January 11, 2019
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John Scherer mentioned in "The Most Important Thing You Need to Do Before You Retire, According to Financial Advisors,"   Money , February, 2019.
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John Scherer was mentioned in MarketWatch article. " This person knows all your secrets-and it's not your shrink or spouse" , February, 2019.
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ACP Member, Zach Teutsch, writes article published in Vox, "What Would You Do If You Missed Two Paychecks?"
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ACP member Tim Sullivan pays tribute to Jack Bogle in Columbia Daily Tribune article, " Every investor owes a debt of gratitude to the late John C. Bogle ", January 18, 2019.
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ACP Member, Maureen Demers, quoted by Reuters reported in CompuServe News Article How To Kickstart a Young Person's Retirement
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ACP Founder Bert Whitehead, and ACP Member Meredith Briggs, quoted in  Broker-dealer RIAs Renew Fraught Debate: What is Fee-Only? article in Financial Planning Magazine.
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"​I was honored to speak with morning anchor Ben Hill from my local NBC affiliate, WTHR-TV Channel 13, about important financial tips to start out the new year right. You can watch the segment and read more here: https://www.wthr.com/article/ new-year-new-you-building- better-financial-future .” - Brent Perry
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Over 100 students were in attendance from University of Illinois and Illinois State University’s board certified planning programs. Hannah Basil spoke on a panel about “Why Financial Planning” and when asked “What advice would you give a college student entering the profession today” I encouraged students to become student members of ACP, among other tidbits of advice. Hannah also had the opportunity to speak to students one on one. Most want the RIA/fee only channel and I re-emphasized how great the ACP student membership option is. My main selling point was having access to a mentor and reading the discussion forum; adding context to topics being ...
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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.
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ACP's upcoming webinar featured in Digital Journal article,  Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
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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. ...
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ACP President, Jim Davis, quoted in USA Today article, How Today's Low Taxes Can Help Nurture Your Retirement Nest Egg .
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ACP Member, Troy Von Haefen, Profile Published on ThinkAdvisor. Read the article here .
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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
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Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology. Read the full press release here.
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