News By Tag
News By Location
Alliance of Comprehensive Planners Launches New Membership Category for Established Practices
“ACP understands that financial planners need different resources and support as they grow in their career,” said ACP Board Member Ross Schmidt of Aspen Wealth Planners. “This new membership category is tailored to the experienced practitioner, and was an obvious addition to our organization.”
“Just as the financial planning industry evolves and changes, so will ACP,” Schmidt added. This newly launched one-year membership program is designed for NAPFA and AICPA members who are interested in offering fee-only financial planning to their clients. By utilizing the proven best practices, tools and ACP community resource, these members will accelerate their path to implementing financial planning into their firm successfully. Please visit www.acplanners.org for more information on this new addition to ACP.
Please contact JJ Knight at firstname.lastname@example.org or 910.769.1569 to schedule an interview about ACP and its newest initiatives.
Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit http://acplanners.org.