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Augusta financial planner's book goes beyond basics

...book on financial planning, Opportunity: Your Blueprint for Financial Success . Mr. Fehrman, who has worked as a financial planner for 15 years, talked with The Augusta Chronicle about the book and what he hopes to teach the public about financial...

http://chronicle.augusta.com/news/business/local-business/2008-04-23/augusta-fin
Local Business | Business
Alex Rhoads

...Carol and brother Andy. Alex was past president of the Augusta chapter of Ambucs and he was the youngest Series 7 financial planner in the CSRA in the 90's and most recently served as senior staffing manager for CVS Caremax. Funeral Services...

http://www.legacy.com/Link.asp?I=LS000174989851
Brokers' conflicts can cost investors

...portfolio is half of what it was, according to a financial planner who helped her file a claim against the broker...going toward penalties and taxes, according to her financial planner, James Burns. If the broker had been held to a...

http://chronicle.augusta.com/news/business/2015-04-03/brokers-conflicts-can-cost
Don't let myths guide your retirement savings plan

...savings plan. Consider investing in a Roth or traditional IRA, too. According to Car rie Schwab-Pomerantz, a financial planner and president of the Charles Schwab Foundation, "An IRA not only gives you the ability to save even more, it might...

http://chronicle.augusta.com/news/business/2015-05-03/dont-let-myths-guide-your-
Tips for parents considering helping their child buy a home

...repaid."When you apply for a loan they want to know how much money you have," said Erika Safran, a certified financial planner with Safran Wealth Advisors in New York. "If you're receiving gift, that person is going to have to write a...

http://chronicle.augusta.com/news/business/2015-04-17/tips-parents-considering-h
Couple plots money plan

...Ltd., Bryan Rhodes tells his financial planner he wants to retire by age 50...Rhodes are teamed with certified financial planner Steve Marbert. The couple has...Associates Ltd. Title: Certified financial planner - CFP and personal financial...

http://chronicle.augusta.com/stories/2001/02/17/bus_307192.shtml
Business | Club Car
Payment differs among planners

...Americans will need to consult a financial planner. Consumers should realize that...Chris Wyrick, a broker and financial planner with Prudential Securities in...to look for: CFP - Certified Financial Planner: The International Board of...

http://chronicle.augusta.com/stories/2001/03/03/bus_304826.shtml
Business
Stock shifts maximize money

...for her planned retirement. Now it's up to her financial planner to get more money working for her and less working...off course," said Jennifer Noah, Ms. Hurst's financial planner and the president of The Monitor Group. "If she...

http://chronicle.augusta.com/stories/2001/04/25/bus_314992.shtml
Business
Retiree seeks fiscal control

Terry Grosberg shuffles into the office of her new financial planner, carrying a cup of coffee, a bulky file of personal information and a polite look of wary uncertainty. She's wishing she didn't...

http://chronicle.augusta.com/stories/2001/02/10/bus_305968.shtml
Business
Path to retirement changes

If building a sunshiny retirement model was simple, Steve Marbert would be looking for work. As it is, the financial planner must analyze a client's goals and projected income - something akin to high-tech palm reading - and then guide...

http://chronicle.augusta.com/stories/2001/04/17/bus_313293.shtml
Business