The Personal Financial Specialist (PFS) program adds credibility to your exemplary expertise in personal financial planning, whether you specialize in providing estate, tax, retirement, investment, and/or insurance planning advice or interact with other financial planning professionals.
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Other Resources for PFP Firms
Tax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA , is an Excel-based calculator that will allow you to better help your clients with their retirement and estate planning needs.
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