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ACP President, Chris Wentzien, wrote a byline article for NAPFA Advisor, “Why one NAPFA member uses a retainer fee model.”

posted 12 days ago
ACP President, Chris Wentzien, CPA/PFS, CFP, MBA, of Natural Bridges Financial Advisors, a financial planner and NAPFA Member who works on a fee-only retainer-basis using methodology he learned and adopted through the Alliance of Comprehensive Planners (ACP), wrote an article for  NAPFA Advisor Magazine  entitled “Why one NAPFA member uses a retainer fee model.” Wentzien says that within the ACP membership, "we don't see a decline in revenues among our member firms and many of them are bringing in new clients" even in these challenging times. He explains how a retainer business model and the ACP methodology, which includes something called "Functional Asset ...

Alliance of Comprehensive Planners Salutes ACP Certified Member Courtney Ranstrom

posted 12 days ago
Alliance of Comprehensive Planners Salutes ACP Certified Member Courtney Ranstrom   InvestmentNews Names Ranstrom to 40 Under 40 List of Financial Professionals Dubbed “The Future of Our Business ” WILMINGTON, NC – July 29, 2020 – The Alliance of Comprehensive Planners (ACP) , a group of tax-focused financial planners that adhere to the Fiduciary Standard, today announced that one of its certified ACP members, Courtney Ranstrom, has been named to the 2020 InvestmentNews 40 Under 40 list. The InvestmentNews 40 Under 40 project highlights young talent in the financial advice industry. Ranstrom, 38, is co-founder and a fee-only financial planner ...

ACP Board member, Kelly L Adams profiled by Bridget McCrea in, “A Shining Light for Her Clients” in the July issue of NAPFA Advisor.

posted 13 days ago
NAPFA ADVISOR MAGAZINE, JULY 2020 ACP Member Kelly Adams Profiled as "Shining light for her clients" ACP Board member, Kelly L Adams, CFP, EA, RLP, of Harbor Light Planning, was profiled by Bridget McCrea in an article entitled “A Shining Light for Her Clients” in the July issue of   NAPFA Advisor Magazine.   Adams, who says her favorite financial planning website is   www.ACPlanners.org , shares how she has built her business through small acquisitions and organic growth since 2004 and how the ACP methodology helps her work with clients and provide the stability they need in challenging times such as the ones we are experiencing as a nation now. ...

Alliance of Comprehensive Planners mentioned in MarketWatch article, “Opinion: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can” by Pam Krueger

posted 07-01-2020
Pam Krueger writes about Alliance of Comprehensive Planners in her article in MarketWatch - Opinion: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can : “If you’re thinking about working with a broker, the onus is on you to slog through all the fine print and ask all the right questions to help you decide if you can really trust this person to make your financial needs their highest priority. But why put yourself through this opaque process? There’s a much easier way to make sure your adviser serves as a real fiduciary, all of the time: Hire an independent fee-only fiduciary investment adviser or financial ...

Certified ACP Member, Laura I. Rotter mentioned in this article, “How to Rethink Your Budget With Just One Income” by Veronica Dagher in The Wall Street Journal.

posted 06-29-2020
Certified ACP Member, Laura I. Rotter of True Abundance Advisors, was mentioned in this article, “How to Rethink Your Budget With Just One Income” by Veronica Dagher in The Wall Street Journal. When asked “What should we consider when it comes to benefits after losing a job?” Rotter answered, if you lost your health insurance, be sure to replace it. If you have insurance through your job, a job loss generally qualifies you for special enrollment under the Affordable Care Act. Other options may include electing Cobra insurance or being added to your spouse’s employer-based health insurance. Make sure you both have life insurance

ACP member Britta Koepf, CFP®, ChSNC, quoted in a cleveland.com article by Rich Exner: "Does it make sense to pay off your mortgage early? Here’s what to consider: That’s Rich!"

posted 06-26-2020
ACP member Britta Koepf, CFP®, ChSNC, quoted in a cleveland.com article by Rich Exner: "Does it make sense to pay off your mortgage early? Here’s what to consider: That’s Rich!" . June 2020.

ACP members Hannah Basil Bryant, CFP®, and Chip Simon, CFP® featured in recent Swift Chat "How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns"

posted 05-05-2020
In this Swift Chat with  Marie Swift , ACP members  Hannah Basil Bryant, CFP®  and  Chip Simon, CFP®  explain how the ACP System™ helps advisors maintain their client base (and their revenue) while their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis:  https://bit.ly/2ytgMT

ACP Board Member, Sheila Padden, mentioned by writer, Donald Jay Korn, in Savvy ways to gift assets while also cutting tax rates in Financial Planning

posted 05-01-2020
ACP Board Member, Sheila Padden, mentioned by writer, Donald Jay Korn, in  Savvy ways to gift assets while also cutting tax rates  in Financial Planning. April 2020

ACP Board Member, Sheila Padden, quoted in this PLANADVISER article by Lee Barney - The Need for Planning—Not Just Advice—Is Clear.

posted 05-01-2020
ACP Board Member, Sheila Padden, quoted in this PLANADVISER article by Lee Barney  The Need for Planning—Not Just Advice—Is Clear . April 2020.

ACP certified member Ken Robinson and ACP President Chris Wentzien give advice in this article by Coryanne Hicks, “Tax Deductions for Financial Advisor Fees” in US News, regarding deducting fees from IRAs.

posted 04-27-2020
ACP certified member Ken Robinson and ACP President Chris Wentzien give advice in this article by Coryanne Hicks, “Tax Deductions for Financial Advisor Fees” in US News, regarding deducting fees from IRAs

Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta and outline featured speaker roster, which includes George Kinder, Susan Bradley, and Dan Roam.

posted 04-23-2020
Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta and outline featured speaker roster, which includes George Kinder, Susan Bradley, and Dan Roam.  https://prn.to/3eM69v

ACP members Robert Walsh and Timothy Caban were both quoted in a Financial Advisor IQ article, “Warning Signals Raised Over SBA Loan Loopholes” by Miriam Rozen.

posted 04-09-2020
ACP members Robert Walsh and Timothy Caban were both quoted in a Financial Advisor IQ article, “ Warning Signals Raised Over SBA Loan Loopholes ” by Miriam Rozen

ACP member Michelle Morris, CFP®, EA, featured in AARP article "Why You Should Have a Roth IRA During Turbulent Times"

posted 04-03-2020
ACP member Michelle Morris, CFP®, EA, featured in AARP article " Why You Should Have a Roth IRA During Turbulent Times. " April 2020.

ACP Certified member Kenneth Robinson interviewed in an Associated Press article, “Don’t Give Your Adult Kids Your House” by Liz Weston

posted 03-31-2020
ACP Certified member Kenneth Robinson interviewed in an Associated Press article,  “Don’t Give Your Adult Kids Your House” by Liz Weston.

ACP member Michelle Morris, CFP®, EA, featured in US News online article "The Most Overlooked Tax Write-Offs"

posted 03-27-2020
ACP member Michelle Morris, CFP®, EA, featured in US News online article " The Most Overlooked Tax Write-Offs " March, 2020.

Alliance of Comprehensive Planners mentioned in a Nerd's Eye Blog by Michael Kitces

posted 03-19-2020
In a recent article by Michael Kitces, published on the Nerd's Eye blog, Kitces talks about the rise of TAPPs - Turnkey Advice and Planning Programs and mentions the Alliance of Comprehensive Planners as an early pioneer and still vital model for fiduciary planners. View the full article:  http://bit.ly/3a1XcL

ACP founder Bert Whitehead’s book, "Why Smart People Do Stupid Things With Money," included in UpJourney article, "27 Best Life Coaching Books of All Time (That Will Change Your Life)."

posted 02-27-2020
ACP founder Bert Whitehead’s book, "Why Smart People Do Stupid Things With Money," included in UpJourney article, "27 Best Life Coaching Books of All Time (That Will Change Your Life)."   January, 2020.

Certified ACP member, Ken Robinson, was quoted in a US News & World Report article on “7 Most Common Tax Mistakes Investors Make” by Rebecca Lake

posted 02-25-2020
Certified ACP member, Ken Robinson, was quoted in a US News & World Report article on “ 7 Most Common Tax Mistakes Investors Make ” by Rebecca Lak

Columnist Liz Weston interviews advisors from Alliance of Comprehensive Planners on Retiree’s Top Money Regrets for her column in the New York Times

posted 01-28-2020
Columnist Liz Weston interviews advisors from Alliance of Comprehensive Planners on Retiree’s Top Money Regrets for her column in the New York Times:  https://nyti.ms/2U5VeVA  January, 2020.

ACP certified member, Linda Y. Leitz quoted in Liz Weston New York Times column on: "How to Have a 'No-Regrets' Retirement"

posted 01-16-2020
ACP certified member, Linda Y. Leitz quoted in Liz Weston New York Times column on: "How to Have a 'No-Regrets' Retirement":  https://nyti.ms/2QY7LrV

Columnist Liz Weston on retirement, suggests readers get a referral to a fee-only planner from several organizations, including the Alliance of Comprehensive Planners.

posted 01-16-2020
Columnist Liz Weston on retirement, suggests readers get a referral to a fee-only planner from several organizations, including the Alliance of Comprehensive Planners:  https://lat.ms/2uUK8YS

ACP member and Army veteran, Rorik Larson, is profiled by Jane Wollman Rusoff in ThinkAdvisor

posted 12-20-2019
ACP member and Army veteran, Rorik Larson, is profiled by Jane Wollman Rusoff in ThinkAdvisor: https://bit.ly/2MaHEvd December, 2019.

ACP President, Frankie Corrado, is profiled in Authority Magazine on “5 Things To Look For When Hiring a Financial Planner or Financial Adviser.”

posted 12-12-2019
ACP President, Frankie Corrado, is profiled in Authority Magazine on “5 Things To Look For When Hiring a Financial Planner or Financial Adviser.” Great takeaways for finding the right advisor for you:  https://bit.ly/2RNCxV

ACP member Kevin Jacobs, CFP, EA of Step by Step Financial, LLC spoke with Pam Krueger, creator and co-host of MoneyTrack on PBS, at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City

posted 12-12-2019
ACP member Kevin Jacobs, CFP, EA of Step by Step Financial, LLC spoke with Pam Krueger, creator and co-host of MoneyTrack on PBS, at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City. Watch video here:  https://bit.ly/2E7SZY

Alliance of Comprehensive Planners members, Frank Corrado and Frankie Corrado, wrote a bylined article, “Get To Know Your Clients. Then Lead Them To Their Mountain,” in Financial Advisor Magazine.

posted 10-24-2019
Alliance of Comprehensive Planners members, Frank Corrado and Frankie Corrado, wrote a bylined article, “Get To Know Your Clients. Then Lead Them To Their Mountain" , in Financial Advisor Magazine. October, 2019