The Article “How Can I Choose the Right Financial Planner/Advisor for Me?” By MJC Advanced Financial Strategies LLC.’S Owner Michael J. Carlucci, MBA, CFP Just Released
Millstone, New Jersey (PRWEB) August 31, 2011
MJC Advanced Financial Strategies, LLC just released the article “How Can I Choose the Right Financial Planner/Advisor for Me?” in an effort to provide a screening mechanism in choosing a Financial Planner to serve the family or small business person’s need. MJC Advanced is a purely independent Comprehensive Financial Planning company where Mr. Michael J. Carlucci, MBA, CFP is the Owner and President serving these types of clients. Mr. Carlucci has been in the Financial Services Industry for 20 years and wanted to help small business owners and families seeking financial advice.
In speaking about the article Carlucci states, “I wanted to help small business owners and families to create a way to screen potential Financial Planners and Advisors as the advice they are given can be so vital. Poor advice from financial professionals can potentially destroy a family or small business owner’s financial goals and dreams. My article gives these folks a place to start. It’s not that many advisors out there aren’t good people but many haven’t had advanced training that would teach them how one facet of Financial Planning can seriously and adversely affect another. For example, many Insurance producers would probably love to sell a client a $ 5mil life insurance policy that the family or small business needs, but titles it in the insured’s name. When that death benefit pays off that $ 5mil is added to that person’s taxable estate. All the insurance producer had to do was create an Irrevocable Life Insurance Trust that would own the policy to avoid the heirs paying unnecessary estate taxes. Because I see case after case where there is a lack of coordination between all the areas of Financial Planning I felt compelled to discuss some screening options for these families and small businesses that need good solid financial advice.”
The new article can be found on our website by clicking this link http://myplanstartstoday.com/myplanstartstoday.aspx?MyMenu=nh&MyPage=nh/ournewsletter.asp
Registered Principal offering securities & advisor services through Independent Financial Group (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. MJC and IFG are not affiliated. Registered to sell securities and insurance products in NJ and NY. Registered to offer advisory services in NJ.
The information provided on this site is not intended as tax or legal advice. Consult your tax and/or legal professional for the details regarding your specific situation.
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