Latest ACP Blogs

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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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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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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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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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 .
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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 .
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ACP’s 2021 Annual Conference, slated for November in Atlanta, was mentioned in this article in Financial Advisor Magazine , April 2021 .
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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 .
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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 .
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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. ...
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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 .
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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 ...
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New ACP Certified Member, Tricia Rosen, CFP®, MBA, EA, was quoted in this Business Insider article, " What are the safest investments? 7 low-risk places to put your money — and what makes them so ", by Ramsay Lewis,  February 2021 .
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ACP Certified member, Wesley Stien at Lodestar Financial Management, was featured in this article in Fatherly.com, “ Rates Are Still Incredibly Low. Should You Refinance Your Mortgage?”
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ACP Certified member Steve Swicegood, CFP® discusses why a retainer-based business makes sense in FPA's Next Gen magazine, read the full article here .
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ACP member Forrest Baumhover was featured in Episode 209 of Financial Advisor Success podcast with Michael Kitces: Launching Your Own (Niche) Practice As A Pathway To Becoming A Partner In A Large Advisory Firm .
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Alliance of Comprehensive Planners Certified Member, Michelle Morris, quoted in this article “ Smart Tax Moves for Freelancers ” by Kimberly Lankford in U.S. News.
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Alliance of Comprehensive Planners was mentioned in this article in Financial Planning,  As Schwab gets bigger, what’s ahead for TD’s much smaller RIAs ? Chris Wentzien, president of ACP, was quoted, along with other industry leaders and fee-only organizations.
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“Practice is the hardest part of learning, and training is the essence of transformation.” Ann Voskamp Have you ever heard the saying “practice makes perfect”? In our industry, it’s more like practice makes progress. Our ACP advisors work every day to enhance their clients’ lives and breathe new life into financial planning. New advisors and career changers alike may be overwhelmed by the breadth of scholarship and practice it takes to find your space in the industry; our ACP community is here to help make that transition a little easier.  Joining a professional organization is critical to building your expertise, confidence, and ...
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A picture looks different depending on your vantage. Imagine being in an airplane, thousands of miles above the ground. Immense lakes look like quaint ponds, clouds become wispy cotton candy, and houses appear to be speckled dots like freckles on a nose. As financial advisors, we see our client’s financial plan as if from an airplane. We recognize how each piece works together and can map out a productive journey to help clients get where they want to go. At least that’s how ACP advisor Cordi Powell, CFP®, EA, and owner of Favored Financial, sees it.  She says that serving clients in their financial lives is a lot like getting them to visualize the ...
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