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2. Wealthminder - Wikipedia

   en.wikipedia.org/wiki/Wealthminder

   Wealthminder was founded in 2012 by Saba co-founder Rich Ellinger and is headquartered in McLean, VA.. Initially started as a tool to help self-directed individual investors create a financial plan and get investment advice, Wealthminder pivoted in 2015 to providing tools and services to help individual investors and financial advisors find each other.

3. Steve Lockshin - Wikipedia

   en.wikipedia.org/wiki/Steve_Lockshin

   Steve Lockshin is an American financial advisor, entrepreneur and financial author that has focusing on ultra high-net-worth clients and estate planning. [1] [2]He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 [3] (which shut down a year later), [4] [5] and Advice Period in 2013 [6] [7] (which ...

4. AOL.com - News, Sports, Weather, Entertainment, Local & Lifestyle

   www.aol.com

   AOL latest headlines, entertainment, sports, articles for business, health and world news.

5. Plante Moran - Wikipedia

   en.wikipedia.org/wiki/Plante_Moran

   In 1977, the firm created its first affiliate, Total Personal Financial Planning, now known as Plante Moran Financial Advisors. [8] The firm’s first mergers came in 1986 under the direction of Managing Partner Edward Parks and included expansion into three Michigan cities (Kalamazoo, Battle Creek, Benton Harbor/St. Joseph), as well as ...

6. Ask an Advisor: My Advisor Charges a 2% But Doesn't ... - AOL

   www.aol.com/ask-advisor-advisor-charges-2...

   My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full ...

7. CNO Financial Group - Wikipedia

   en.wikipedia.org/wiki/CNO_Financial_Group

   CNO Financial Group, Inc. (formerly Conseco, Inc. (from Consolidated National Security Corporation)) is an American financial services holding company based in Carmel, Indiana. [4] Its insurance subsidiaries provide life insurance , annuity and supplemental health insurance products to more than four million customers in the United States .