Fure Financial is an independent, fee-based financial planning firm based in Minneapolis, MN. The company, founded in 1984, offers holistic investment advice to manage client assets with an eye toward fulfilling life goals, a successful strategy that has grown Fure—almost entirely by referrals—into the trusted advisor and wealth manager for 360 families. (more…)
Long Beach, CA—September 9, 2010—Laserfiche today announced that it has partnered with Texas Tech University, one of only 200 schools across the nation with a financial planning program that is registered by the Certified Financial Planner Board of Standards (CFP), to provide training and certification for students enrolled in the Professional Technology in Personal Financial Planning course. (more…)
When it comes to their firm’s infrastructure, many financial advisors rely on the same paper files they’ve been using since they joined the industry. For some advisors, letting go of their paper is an unfathomable hurdle.
But other advisors—and their firms—recognize the benefits of document management. From immediately eliminating clutter to long-term benefits such as saving time, space and money, the return on investment with document management is quite impressive.
Stage 2 Planning Partners is one of those innovative firms achieving their goals thanks to document management. Founded by Principal Josh Patrick in 1997, the firm offers wealth management services for owners of closely held businesses, individuals and groups, focusing on a variety of strategic and financial issues.