Financial Planning Association of Minnesota
Directory of Professionals
3900 Main St NE, Minneapolis, MN, 55421-3757
Distance: 1118 Miles
Maintains a list or lookup of resources to help you find professionals who have specialized service offerings
This provider does not offer this service at other locations.
Other Services or resources
Taxonomy Terms Used: Clicking a taxonomy term from the list below launches a new search.
DM-6500Personal Financial Counseling Definition
Programs that help people who are having difficulty paying their monthly bills gain control of their finances. The process generally involves analysis of the individual's income, expenses, debts, taxes and other factors to create a personal financial assessment; development of a budget for basic living expenses; and agreement on a short-term plan for repayment of creditors which may include debt consolidation or other strategies and a longer term plan for realizing personal financial goals.
DM-7150Retirement Planning Definition
Programs that help people of all ages plan financially for retirement. Services may include a review of existing assets, retirement goals and expected retirement income and assets; analysis of options which may include work-related and individual retirement accounts, investments, savings accounts, trusts, annuities and insurance policies; and assistance in formulating strategies for money management, asset growth and protection, and realistic goal setting based on the client's age, current lifestyle, financial obligations and future earnings potential.
YB-9000Young Adults Definition
Individuals who are generally between the ages of 18 and 25 depending on the ages that specific programs use for qualification.