Core Insights - Financial Compass Group, LLC celebrates 20 years of providing a planning-centered approach to financial decision-making for business owners, individuals, and families [1][10] - The firm emphasizes a people-first philosophy, focusing on understanding clients' unique circumstances and tailoring strategies accordingly [4][5] Company Evolution - Initially, the firm specialized in retirement plan consulting for business owners, recognizing the need for comprehensive financial guidance that integrates personal and business priorities [5][6] - Over time, the firm's services expanded to include a broader range of clients, reflecting the complexity of individual and family financial needs [6] Service Offerings - Financial Compass Group offers a holistic suite of services, including investment guidance, retirement planning, estate and legacy considerations, insurance and risk management, employee benefit consulting, and business succession planning [8] - The firm’s approach is characterized by a process-oriented methodology that begins with understanding clients' lifestyle priorities and values before developing tailored financial strategies [7][9] Client Engagement - Listening is a core competency of the firm, with advisors dedicating significant time to understanding clients' true priorities and framing their financial decisions accordingly [9] - Long-term relationships and ongoing conversations are fundamental to the firm's practice, fostering clarity and confidence in clients' financial journeys [8][10] Future Outlook - As Financial Compass Group looks to the future, it plans to leverage technology to enhance client experiences and improve financial clarity [11] - The firm continues to invest in its advisory team, aiming to unite diverse perspectives and skills to support sustained growth [11]

Why does a financial advisor get a fee of 1% or more? That seems really high. If my return is only 4% (for example, in dividends), I am giving away 25% of my return, which is even worse with a bear market. How about charging 1% contingent on the increase in the value of dividend income? -Drex It’s completely understandable to view your investment returns as a measure of how much value your financial advisor is providing. Most people want to make sure their money is put to good use. I’m also not going to ...

（原标题：美股异动 | Andersen Group(ANDG.US)登陆美股市场 股价涨超30%） 智通财经APP获悉，周四，Andersen Group(ANDG.US)登陆美股市场，截至发稿，该股涨超30%，报 20.87美元。IPO价格为16美元。该集团由前安达信会计师事务所的领导团队及合伙人于2002年创立，为 个人、家族办公室、企业和机构客户提供独立的税务、估值及财务顾问服务。截至2025年9月30日，集 团已为美国超过11900家客户群体提供服务。 ...

周四，Andersen Group(ANDG.US)登陆美股市场，截至发稿，该股涨超30%，报20.87美元。IPO价格为 16美元。该集团由前安达信会计师事务所的领导团队及合伙人于2002年创立，为个人、家族办公室、企 业和机构客户提供独立的税务、估值及财务顾问服务。截至2025年9月30日，集团已为美国超过11900家 客户群体提供服务。 ...

The listing provides Andersen with greater access to capital markets to support its expansion across existing service offerings, including tax, valuation and consulting, and new service offerings, such as legal services. "Going public is not just a financial milestone — it's a commitment to our culture, stewardship and transparency,†added Dan DePaoli, U.S. Country Managing Director. "We are proud to join the ranks of global public companies and to bring Andersen's client-focused model to an even wider stage ...

Core Insights - Financial advisors provide essential services that can significantly impact personal financial management and decision-making [4]. Group 1: Financial Management - Financial advisors assist in setting up sustainable household budgets and review them as circumstances change, such as income increases or new expenses [5][8]. - They help in planning for taxes year-round, employing strategies to legally minimize tax burdens and teaching clients various tactics to shield income from taxes [10]. Group 2: Major Life Decisions - Financial advisors can guide clients through significant life decisions, such as career changes, relocations for better opportunities, or considerations for early retirement, by assessing financial risks and benefits [6][8]. Group 3: Insurance Guidance - Advisors provide assistance in evaluating and obtaining the right types of insurance, including health, life, and long-term care insurance, ensuring comprehensive financial protection [9].

Frisco, TX, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Financial Fast Track Radio, an educational retirement-planning broadcast hosted by financial strategist Tod Long, is expanding its reach and influence as one of the region’s fastest-growing platforms dedicated to helping Americans make informed retirement decisions. The program, which airs Saturdays at 8 AM on KOKC 95.3 FM and 1 PM on KQOB Freedom 96.9 FM, was founded to simplify complex retirement topics and give pre-retirees and retirees practical tools to bui ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Some financial advisors are still falling short of ad rule compliance, according to a new risk alert from the Securities and Exchange Commission. According to the risk alert released Tuesday, SEC staff found advisors “using testimonials and endorsements that did not appear to comply with all or some of the requirements” for using testimonials and endorsements (which are allowed with restrictions u ...

Group 1 - The importance of having enough money to retire is emphasized, highlighting that consistent contributions to an IRA or 401(k) do not guarantee a sufficient nest egg. A financial advisor can assist in investing retirement savings effectively and calculating a savings goal to ensure individuals are on track throughout their careers [3] - Ensuring that retirement funds do not run out is crucial. A financial advisor can help develop a withdrawal strategy tailored to individual income needs, health, and life expectancy, ensuring the nest egg lasts throughout retirement [4] - The timing of claiming Social Security benefits is a significant decision. A financial advisor can provide strategic advice on when to file for benefits, considering factors such as income requirements and health, and can help coordinate claims for couples to maximize benefits [7][8] Group 2 - Maintaining purchasing power in the face of inflation is a concern for retirees. While Social Security benefits adjust for inflation, rising living costs can erode retirement savings. A financial advisor can assist in creating a portfolio that protects against inflation [9]

Core Viewpoint - Willis Towers Watson announced a registered offering of $700 million in 4.550% senior unsecured notes due 2031 and $300 million in 5.150% senior unsecured notes due 2036, with the offering expected to close on December 22, 2025 [1] Group 1: Offering Details - The total principal amount of the offering is $1 billion, consisting of $700 million in 2031 notes and $300 million in 2036 notes [1] - The notes will be fully and unconditionally guaranteed by the company and certain subsidiaries [1] Group 2: Use of Proceeds - If the Newfront acquisition closes, the net proceeds will be used to pay for the acquisition and related expenses, and to repay $550 million of 4.400% senior notes due 2026 [2] - If the Newfront acquisition does not close, the proceeds will be used to repay the 4.400% senior notes due 2026 and redeem the 2036 notes through a special mandatory redemption [2] - Any remaining proceeds will be allocated for general corporate purposes [2] Group 3: Management and Regulatory Information - The joint book-running managers for the offering include J.P. Morgan Securities, Barclays Capital, and several other financial institutions [3] - The offering is made under an effective shelf registration statement with the SEC, and interested parties can obtain the prospectus through specified contacts [3]