Latest ACP Blogs

Liz Weston mentions ACP Certified Members in this LA Times Column

By #ACP ACP
In this LA Times column   Which retirement option is better: Lump sum or monthly payout? , Liz Weston mentioned ACP certified members as an option for individuals to receive fee-only advice to get customized advice based on the reader’s situation.   https://www.latimes.com/business/story/2021-11-10/which-retirement-benefit-is-better-lump-sum-monthly-payout
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ACP Secrets: Unique Advice and Insights from ACP Members

By #ACP ACP
In many ways, ACP member-owned financial planning firms operate very differently than traditional financial planners.  As such, members often have unique tips and insights to share based on experience with ACP’s fee-only holistic planning model.  In a recent webcast, we covered some ACP secrets, tips, and tricks that non-members might not know about, along with some of the unique benefits that come with ACP membership. Our panel of members shared insights and advice based on their experience as ACP members and owners of their own practices. 1. Tax Focus Adds Value for Clients One of the most significant differences between ACP members and ...
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Putting Your Own Stamp on an Existing Practice: A Conversation with Irfan Bhabhrawala

By #ACP ACP
ACP Insights is a webinar series that features ACP member advisors. The series provides a platform for members to share their ACP experiences with prospective members and other interested parties. We hope that hearing from our members will help you decide if the ACP methodology of fee-only comprehensive planning is right for you. In a recent episode, we spoke with Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan. He described his experience taking over an existing ACP-affiliated firm. He discovered Arbor Financial when seeking a firm to advise his parents, and in time, he joined that same firm as an employee and then bought ...
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Certified ACP Member Steve Swicegood was interviewed by Freixys Casado on KFDA News Channel 10 Online

By #ACP ACP
Certified Alliance of Comprehensive Planners member, Steve Swicegood, was  interviewed by Freixys Casado for this piece from his local CBS affiliate, KFDA News Channel 10 online , “ Amarillo financial planners see more young people investing and saving ,” about younger people becoming more motivated to focus on their finances in the midst of the pandemic.
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ACP Conference mentioned in InvestmentNews article "As Covid cancels industry events, advisers weigh attending what's left."

By #ACP ACP
Alliance of Comprehensive Planners conference in Atlanta was mentioned among all other industry events by Jeff Benjamin in InvestmentNews in “ As Covid cancels industry events, advisers weigh attending what’s left .” The journalist included a hyperlink to the ACP website for advisors interested in learning more about ACP and attending the upcoming conference in Atlanta on October 25-28, 2021.   https://www.investmentnews.com/covid-cancels-industry-events-would-be-attendees-weigh-210792
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Certified ACP member, Jared Hoole, was quoted in "The Wall Street Journal."

By #ACP ACP
Certified Alliance of Comprehensive Planners member, Jared Hoole, was quoted in this article in The Wall Street Journal. by Neal Templin, “ How to Prepare Financially for the Death of a Spouse .” Hoole discusses the importance of reviewing estate plans early to avoid problems when one spouse dies unexpectedly.  https://www.wsj.com/articles/how-to-prepare-financially-for-the-death-of-a-spouse-11622736476 Here is the full article: Media_Hit_WSJ.pdf
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What "Tax-Focused" Means To A Financial Advisor

By #ACP ACP
ACP Insights is a webinar series that features ACP member advisors. The series provides a platform for members to share their ACP experiences with prospective members and other interested parties. We hope that hearing from our members will help you decide if the ACP methodology of fee-only comprehensive planning is right for you. In a recent episode, we spoke with Zach Teutsch, owner of Values Added Financial. Zach is coming up on the two-year anniversary of his business. He has taken some time to reflect on his journey becoming an ACP-certified member, along with how he’s successfully incorporated ACP’s tax focus in his practice. For ACP-certified financial ...
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Time for Advisors to Take Anti-Spoofing Measures?

By #ACP ACP
Time for Advisors to Take Anti-Spoofing Measures? by Leo Almazora at Wealth Professional
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More Fraudsters Are Impersonating Advisors: How to Protect Your Data and Your Clients

By #ACP ACP
More Fraudsters Are Impersonating Advisors: How to Protect Your Data and Your Clients By Cheryl Winokur Munk In this piece in  Barron's , ACP is mentioned, showing our leadership on this topic.
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ACP Announces 2021 Annual Conference Agenda

By #ACP ACP
ACP Announces 2021 Annual Conference Agenda!
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How Comprehensive Planning Makes You Indispensable

By #ACP ACP
ACP Insights is a webinar series that features ACP member advisors. The series provides a platform for members to share their ACP experiences with prospective members and other interested parties. We hope that hearing from our members will help you decide if the ACP methodology of fee-only comprehensive planning is right for you. In a recent episode , we spoke with ACP-certified advisor Kenneth Robinson, the president of Practical Financial Planning, who has been an ACP member for over 20 years.  We discussed how consumers often find it frustrating to coordinate the various aspects of their finances and how financial planners can stand shoulder ...
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John Scherer was quoted in MarketWatch article by Alessandra Malito

By #ACP ACP
Certified Alliance of Comprehensive Planners member, John Scherer, was quoted in this article by Alessandra Malito in MarketWatch, “ We have $8 million saved for retirement, are in our early 50s and want to retire early, but are worried about healthcare expenses — what can we do? ,” about health insurance costs in retirement. “ “The good news is that these days with the exchange, healthcare coverage is more a matter of having an extra expense in retirement and not a matter of whether a person can get coverage in the first place,”  said Scherer.
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ACP Members Provide Summer Tips for Taxpayers to Plan Ahead for 2021 Returns

By #ACP ACP
ACP Members Provide Summer Tips for Taxpayers to Plan Ahead for 2021 Returns WILMINGTON, NC / AGILITYPR.NEWS / July 15, 2021 /   Extended Child Tax Credit, Adjusted Tax Payments, and Vacation Experiences Top the List While families explore the possibility of getting out of their homes and even travelling this summer, four certified members of the   Alliance of Comprehensive Planners (ACP),   have provided an array of tax tips to help the general public and other advisors keep an eye towards planning for next year’s tax returns while they enjoy their vacations. A community of tax-focused financial planners who provide comprehensive planning ...
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Life, Love, and Happiness: How This Advisor Emphasizes Personal Fulfilment in Financial Planning

By #ACP ACP
ACP is a community of tax-focused financial advisors operating under a unique retainer-based fiduciary business model.  In our ACP Insights series, we discuss the process of creating and operating a successful financial planning practice with ACP members. We hope that hearing from our members will help you decide that the ACP methodology and fee-only comprehensive financial planning are right for you. On a recent episode of our podcast , we spoke with Laura Rotter, CFA, MBA, CFP®, a financial life planner and founder of True Abundance Advisors.  After 30 years of successfully managing money for some of the country’s biggest institutions, ...
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Linda Leitz wrote "Defining, and working towards, financial independence" in the Colorado Springs Gazette

By #ACP ACP
Certified ACP member, Linda Leitz, CFP® and founder of Peace of Mind Financial Planning Inc, mentioned Alliance of Comprehensive Planners in her article in Colorado Springs Gazette, “ Defining, and working toward, financial independence ”.  Leitz writes about the importance of assessing your financial life cycles. She also gives a shout out to ACP in the article!
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ACP was mentioned in this Morningstar article, "Adding Project-Based Planning to Your Advisory Business"

By #ACP ACP
Alliance of Comprehensive Planners was mentioned in this article in Morningstar, “ Adding Project-Based Planning to Your Advisory Business ,” about project-based financial planning by Chloe Moore, CFP® at Financial Staples. Moore writes that project-based financial planning is a useful addition to a practice that can help advisors broaden their reach. She also gives a shout out to ACP in the article! Check it out now: https://www.morningstar.com/articles/1044817/adding-project-based-planning-to-your-advisory-business
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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 ...
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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 ...
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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 .
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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 ...
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