Latest ACP Blogs

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

By #ACP ACP
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 ...
0 comments

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.

By #ACP ACP
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
0 comments

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!"

By #ACP ACP
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.
0 comments

Why The ACP Model Is So Secure (Even Now)

By #ACP ACP
We are living in extraordinary circumstances. The coronavirus pandemic has altered the way we conduct business, interact with colleagues, friends, and loved ones, and has altered human behavior on a global scale.  It is more than a financial downturn, it is a global health crisis that has impacted health, safety, and, of course, finances across the globe. Advisors and their clients have had some concerns over business and financial recovery, which is exactly what we want to talk about today. We are here to show you that our ACP system provides added security for advisors and their clients during these unprecedented times. How does it work? That ...
0 comments

How To Expand Your Tax Practice To Include Planning

By #ACP ACP
Transition is always difficult in business. Whether you are adapting your business model, service offerings, or changing lanes altogether, the transition can bring about some hard yet necessary and ultimately rewarding developments.  Here at ACP, we see this often especially with people who began as a tax-only practice and want to expand their service offerings to include financial planning. With the high volume of traffic and workload of tax responsibilities, many CPAs are wary of adding financial planning into their already busy practices. But as many have found, financial planning not only enhances the quality and service provided to clients but ...
0 comments

How (And Why) To Leave The World Of Commissions Behind

By #ACP ACP
For decades, commissioned advisors have known that the fee-based financial planning model has gained popularity among clients and advisors alike. But the daunting task of making the switch has left many uncertain about leaving their commission lifestyles behind.  Here at ACP, our goal is to empower, teach, and guide advisors in our fee-only, fiduciary model, which not only better serves clients but also provides advisors with a business plan that works. Leaving the world of commissions isn’t easy, but we are here to help you make the transition. You need passion, hard work, diligence, and a strong sense of community, all of which ACP has in spades.  ...
0 comments

How to Make the Transition from Sales to Holistic Planning

By #ACP ACP
When people hear the phrase “financial planning” a few things probably come into mind: managing assets, investments, portfolios, etc. So much public perception of our industry, and sometimes the reality, is that financial planners and investment managers are one in the same.  We at ACP know a different story.  Our organization was built to show a new way to approach financial planning, an approach to embolden advisors and bolster clients, with the purpose of putting the interest of the client first.  This story vastly differs from media depictions of Wall Street hotshots and investment managers. We seek to cultivate a community of advisors whose ...
0 comments

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"

By #ACP ACP
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
0 comments

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

By #ACP ACP
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
0 comments

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

By #ACP ACP
ACP Board Member, Sheila Padden, quoted in this PLANADVISER article by Lee Barney  The Need for Planning—Not Just Advice—Is Clear . April 2020.
0 comments

Why Join ACP? The Top Tips from our Advisors

By #ACP ACP
ACP has built its organization around dynamic, like-minded advisors who have a drive to deliver optimum value to the clients they serve. Our commitment to our fee-only fiduciary standard is what has held us and our advisors together for over 25 years. This has been our founding principle and it has allowed us to grow a wonderful community.  Our members are passionate, highly trained, motivated professionals who come from all walks of life and all types of financial planning backgrounds, bringing diversity in knowledge, education, and work experience.  Being a member of the Alliance of Comprehensive Planners provides access to a wealth of tools, resources, ...
0 comments

How to Find a Community as a New Business Owner

By #ACP ACP
You’ve taken the plunge to go into business for yourself. Congratulations! This will be an incredible adventure—one filled with ups, downs, and everything in between.  While there are so many amazing aspects to owning your own business, there are also some important changes to be aware of. In your old office, you probably had an array of coworkers and peers to help form a community. When you are in business for yourself, that community seems to evaporate overnight.  A strong sense of community is an essential component for a successful business owner. But how can you find community when you go into business for yourself? What tools and resources ...
0 comments

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.

By #ACP ACP
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
0 comments

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.

By #ACP ACP
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
0 comments

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.

By #ACP ACP
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
0 comments

ACP President Chris Wentzien interviewed in ThinkAdvisor article, "Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDs"

By #ACP ACP
ACP President Chris Wentzien was profiled by Jane Wollman Rusoff in this ThinkAdvisor article, "Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDs."  During the pandemic, Wenzien, a CPA and long-time member of the Alliance of Comprehensive Planners, hasn’t changed his approach to planning for clients in the bridge years. He had already advised them to keep emergency cash reserves and a guaranteed income stream built out at least five years
0 comments

How To Increase Your Value Proposition With Tax Planning

By #ACP ACP
When most people think of taxes, they think of the frantic rush to file returns by the tax filing deadline. They think of confusing tax law, rushed explanations from tax preparers, and the fear over the status of their return. Will they owe or will they get a refund; this seems to be the top concern on the minds of clients walking through your doors.  But what if you as an advisor can help change that narrative? What if you were able to transform taxes from a once-per-year filing chore into something different, something planned and understood? What if you could help your clients understand how the financial decisions they make throughout the year ...
0 comments

How To Make A Profitable Lifestyle-Focused Practice

By #ACP ACP
For many business owners, striking the balance between a profitable business and a healthy lifestyle seems like an insurmountable feat. Most narratives about lifestyle-focused practices become synonymous with lackluster business success.  But does an emphasis on lifestyle have to be exchanged for a notable reduction in revenue? Is there an alternative to choosing between business and personal success? How can you structure a well-balanced life and a practice that provides a solid living? Here at ACP, we believe that building a profitable practice and living a life you love can and should be one and the same. But that doesn’t mean it comes without ...
0 comments

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

By #ACP ACP
ACP member Michelle Morris, CFP®, EA, featured in AARP article " Why You Should Have a Roth IRA During Turbulent Times. " April 2020.
0 comments

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

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