The Alliance of Comprehensive Planners (ACP), is a community of approximately 200 tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only (commission-free) retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP’s rigorous training program, and meet some of the highest continuing education requirements in the industry. This diverse group can address anything and everything as it pertains to personal financial planning and tax strategies. There are some real brainiacs in this group and it would be difficult to stump this professional think tank!
Where to Put Your Money Considering All the COVID-19 Uncertainty + Reasons to be Hopeful During this Corona Crisis
Download the PDF below to see how the investment professionals, Mark Pearson and Chuck Etzweiler, at Nepsis, Inc., an SEC Registered Investment Advisor (RIA), use the "5 C's of Post Covid-19 Opportunity" as a lens for selecting investments for their clients today. They also provide some foundational ideas for an article you might want to develop further, with their help, of course, on "5 Essentials for Smart Investing" and "Reasons To Be Hopeful During this Corona Crisis."
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