Latest ACP Blogs - Alliance of Comprehensive Planners Community

Transitioning to Tax Focused Practice Webinar with Ross Schmidt

By #ACP ACP

Our ACP Insights series highlights ACP member advisors and provides a platform for our members to share their ACP experience with prospective members. We hope that hearing from our members will help you decide that the ACP methodology and fee-only comprehensive financial planning is right for you. In a recent episode, we spoke with Ross Schmidt, a financial planner with over twenty years of experience. While based in Colorado, Ross has clients from all over the country, from Maryland to Hawaii and everywhere in between. Ross has been an ACP member for over two decades and shared with us some of the benefits of ACP membership that have helped make his ...

0 comments

Zach Teutsch was interviewed in “Growing a Healthy Practice” by Cheryl Winokur in Barron’s

By #ACP ACP

Certified ACP member, Zach Teutsch was interviewed in this article by Cheryl Winokur Munk, “ Growing a Healthy Practice ” in Barron’s. May 2021 . Many advisors struggle to find a niche that suits them, trying to manufacture a connection and failing as a result because they aren’t fully invested. In such cases, sales pitches and follow-throughs ultimately fall short, advisors say. “You can’t fake it,” says Zach Teutsch, founder of Values Added Financial, an advisory firm based in Washington, D.C., that focuses on charity-oriented progressives, which reflects Teutsch’s political and personal leanings. He worked at the Consumer Financial Protection ...

0 comments

Steve Martin and Rorik Larson were quoted in "12 Questions Everyone Should Be Able to Answer About Their Finances" on Fatherly.com

By #ACP ACP

Certified ACP members, Steve Martin, CFP®, CPA, JD and Rorik Larson, CFP®, EA, MBA were interviewed and quoted in this article by Daniel Kurt, “ 12 Questions Everyone Should Be Able to Answer About Their Finances” on Fatherly.com. Hats off to Steve and Rorik for representing ACP! May 2021 .

0 comments

ACP Insights: Zero to Hero with Steve Cruice

By #ACP ACP

Our ACP Insights series highlights ACP member advisors and provides a platform for our members to share their ACP experience with prospective members. We hope that hearing from our members will help you decide that the ACP methodology and fee-only comprehensive financial planning approach is right for you. I n a recent episode , we spoke with Steve Cruice who founded Simply Steward in Highlands Ranch, Colorado. He transitioned from a career as a CPA at a large organization to start his own business as a fee-only fiduciary advisor and chose ACP to help him accomplish this goal. Steve needed help getting started with a financial planning ...

0 comments

Tricia Rosen was quoted in "The 5 Biggest Investing Mistakes Beginners Need to Avoid, According to Financial Advisors"

By #ACP ACP

ACP member, Tricia Rosen at Access Financial Planning, was quoted in this article by Mallika Mitra, “ The 5 Biggest Investing Mistakes Beginners Need to Avoid, According to Financial Advisors ,” in Money.com. Rosen said, “While it’s great that investing has become more accessible to more people, many first-time investors are not aware of the tax consequences of trading.” May 2021 .

0 comments

ACP was mentioned in this Medical Economics article, "How to find the best financial advisor for you"

By #ACP ACP

In this Medical Economics article, How to find the best financial advisor for you , Jordan Rosenfeld mentioned that, if trusted colleagues or family members don’t have referrals, searching on a professional organization website, such as Alliance of Comprehensive Planners, is a good way to find an financial advisor. Check out the full article ! May 2021 .

0 comments

ACP’s 2021 Annual Conference was mentioned in Financial Advisor Magazine

By #ACP ACP

ACP’s 2021 Annual Conference, slated for November in Atlanta, was mentioned in this article in Financial Advisor Magazine , April 2021 .

0 comments

Linda Leitz was quoted in "When These Advisors Hire Talent, Zoom Isn’t Enough", Wealthmanagement.com

By #ACP ACP

Certified ACP Member, Linda Leitz, CFP®, EA, Ph.D., CDFA, of Peace of Mind Financial Planning, was quoted in When These Advisors Hire Talent, Zoom Isn’t Enough in Wealthmanagement.com. Leitz says that working remotely has highlighted a need for more formal, automated processes to prevent tasks from falling between the cracks. She says they’re probably a more cohesive team than they were before. Check out the full article . April 2021 .

0 comments

ACP was mentioned in this LA Times column, "How the pandemic made working with a financial planner easier"

By #ACP ACP

In this LA Times column, How the pandemic made working with a financial planner easier , Liz Weston mentioned ACP certified members as an option for individuals to receive fee-only advice, citing the positive outcome that more planners work virtually, as a result of the pandemic, April 2021 .

0 comments

Holistic Financial Planning: From Vision to Reality

By #ACP ACP

In our recent podcast , we spoke with guest Kristen Moosmiller, EA, CFP®, founder and managing partner of NorthAvenue Financial Advocates. She described the journey that's led her and her business partner to the kind of financial planning practice many professionals wish they had. At NorthAvenue Financial Advocates, Kristen and her colleagues offer holistic financial planning services . Rather than focusing solely on investments, holistic financial planning takes a broader perspective and includes elements of financial planning such as tax planning and preparation, retirement planning, insurance needs, estate planning, and budgeting and saving. ...

0 comments

ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021

By #ACP ACP

Seven ACP certified members were quoted in this tips-style piece, “ ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021 ,” sharing critical tips for tax preparation this year, March 2021 .

0 comments

How and Why to Add Measurable Value with Tax-Focused Financial Planning

By #ACP ACP

At the Alliance of Comprehensive Planners, we’re of the firm belief that tax-focused financial planning is an essential part of financial planning services. ACP operates under a fee-only retainer-based model that helps advisors deliver the best customer experience possible. In this presentation on tax-focused financial planning , we discuss the basics of tax-focused planning, along with strategies financial planners can use to create clear value and help their customers. Why offer tax planning services Offering tax planning services works to set you apart from the competition, deliver value to your clients, and help you adhere to ...

0 comments