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Welcome To ProfessionalReferrals.net. We offer visitors to our site:

1. A free on-line library of articles and information representing a consumers’ guide to the financial services marketplace. We have articles on a variety of subjects including:

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Newest Articles

Guide to Financial Planning Published - 16 April 2008

From Enron to Bear Stearns: Will Investors Ever Learn? By Charles L. Stanley; CFP, ChFC, AIF Published - 21 March 2008

If you don’t know how to structure an investment portfolio in a scientific way, then hire a qualified professional who can.

Six Steps to Helping Survivors Handle Financial Decisions Alone! By Charles L. Stanley; CFP, ChFC, AIF and Peter J. Merrick; BA, FMA, CFP, FCSI Published - 20 March 2008

Family Financial Philosophy: A Powerful Estate Planning Tool! By Charles L. Stanley; CFP, ChFC, AIF and Peter J. Merrick; BA, FMA, CFP, FCSI Published - 20 March 2008

It’s not unusual for a family to say they have tried “four or five times” to complete an estate plan without success, which prompts us to ask the question, “Why didn’t their advisors get it right the first time?”

Making Your Profits Where You Can: Greater results with less effort By Charles L. Stanley; CFP, ChFC, AIF Published - 19 March 2008

By purchasing low cost index funds or structured asset class funds for your investment portfolio in the proper asset allocation model you will significantly improve your long term investing experience

How To Have Your Cake And Eat It Too! By Charles L. Stanley; CFP, ChFC, AIF and Bradford N. Dewan; MBA, JD Published - 18 March 2008

The Total Return Trust: A new way to make the trust work for you AND the kids.

Getting Maximum Value from Your Business By Charles L. Stanley; CFP, ChFC, AIF Published - 18 March 2008

The Employee Stock Ownership Plan is one of over 100 different tools, techniques, strategies, tactics and combinations thereof to enable high net-worth individuals and successful business owners to manage their wealth.

What is Wealth Management anyway? By Charles L. Stanley; CFP, ChFC, AIF Published - 18 March 2008

Wealth Management is more than investments and trusts and done rightly, requires a personal relationship between the family and the wealth manager.

Keeping Control of the Family Business via Private Equity Partnering By Charles L. Stanley; CFP, ChFC, AIF and Lynn Ryder Mason; JD Published - 18 March 2008

A Private Equity (PE) investment firm can purchase the interests of retiring, inactive or disgruntled family shareholders and allow remaining family members to retain control.

Advisor Referrals Published - 12 July 2007

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More about Financial Planning Services from ProfessionalReferrals.Net

	What is Financial Planning – and why do you need a Financial Planner?
	What to Look for in a Financial Planner
	Why Choose an Advisor from ProfessionalReferrals.Net
	An Introduction to Estate Planning - What is it, how is it done, why do you need it.

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