Farm Estate Planners

Suzanne Down & Associates Inc 541-885-2156 http://www.yellowbook.com/profile/suzanne-down-and-associates-inc_1836669008.html
Duration : 0:0:36

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Technorati Tags: accounting, and, Associates, Bookkeeping;, Down, estates., farms, Inc, Payroll, planning, Preparation;, SERVICES, Suzanne, tax

The Birth of Rodgers & Associates, as told by the firm’s founder, Rick Rodgers.
“We broke away… to be independent, with the objective of being a wealth management firm that focused on efficiency, to be our clients’ chief financial officer, and to specialize in working with people who were retired or about to retire.”
“Financial planning is [...]

What is the difference between a living trust and a will? A will makes sure that an individual’s wishes are spoken for after death, living trusts are more complex and used during life. Learn about living trusts vs. wills from a registered financial consultant (RFC) in this free personal finance video.
Expert: Patrick Munro
Contact: www.northstarnavigator.com
Bio: Patrick [...]

When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:47

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When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: [...]

Jeffrey C. Rambach concentrates his practice in all areas of taxation, trusts and estates, mergers and acquisitions, probate, tax litigation and tax-exempt organizations. Jeffrey C. Rambach practices in many areas of law.
http://www.lawyersdb.com/profiles/Nonprofit_Organizations_Attorneys/Oklahoma/Tulsa/263539,Rambach-_Jeffrey_C._Attorney
http://www.contestwonderbra.com/jeffrey-c-rambach-%E2%80%93-areas-of-practice/433/
Jeffrey C. Rambach Areas of Practice:
Taxation
Non-Profit/Charitable Foundations
Corporate
Partnerships and LLCs
Trusts and Estates
Duration : 0:1:37

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Estate planning requires frequent updating of final disclosure. Learn about estate planning final disclosure from a registered financial consultant (RFC) in this free personal finance video.
Expert: Patrick Munro
Contact: www.northstarnavigator.com
Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.
Filmmaker: Reel Media [...]