NEXT Financial Group Affirms Financial Planning Is "Process, Not Product"
A Recent Financial Column From The State Says That Financial Planning Is an Ongoing Process, Not a Product That Is Bought and Used Just One Time; the Column Has Won a Comment From Leading Broker-Dealer, NEXT Financial Group
(firmenpresse) - HOUSTON, TX -- (Marketwire) -- 08/30/12 -- Consumers are often on the alert for a quick-fix or a one-time solution -- but, according to a recent from The State, quick fixes and one-time solutions simply do not exist in the world of financial planning. The column argues that financial planning is "a process, not a product," and that those who seek financial planning services should be prepared for a life-long process of money management and careful financial analysis. The column and its pragmatic approach to the financial planning enterprise has won the attention of NEXT Financial Group, an independent broker-dealer based in Houston.
has responded to the column from The State, offering an endorsement for the viewpoint that financial planning is an ongoing process as opposed to a one-time deal. "Financial Planning is an intricate process designed to help you map out the proper course for your financial future, using your goals, wants and needs as landmarks to help you along the way," says Barry Knight, NEXT Financial Group's president.
Knight goes on to highlight the ways in which his company's financial advisors exemplify this perspective on the financial planning process. "NEXT representatives are well-versed in helping customers realize their true desires and how they can allocate their assets as well as determine appropriate ways to procure your financial future," Knight remarks. "Our representatives listen to your needs and analyze how they can help you make your vision into a reality."
NEXT Financial Group is a broker-dealer based in the Houston area, with a history of serving small businesses and assisting entrepreneurs reach their financial dreams. The company has a variety of independent Representatives, with offices across the United States, who are zealous for helping clients reach their financial objectives.
The article from The State, meanwhile, suggests that financial planning is an ongoing process because a client's financial status is ever in-flux. The article notes that while many consumers regard financial planning as little more than investment advice, the reality is that a financial planner conducts a thorough evaluation of assets, liabilities, risk tolerance and overall financial goals, helping the client map out a path forward. Additionally, The State argues that constantly re-evaluating the allocation of resources to investments or savings funds is necessary for dealing with changing markets or modified financial goals.
The State also notes that financial planning must be flexible in order to meet a variety of life needs -- ranging from education planning to retirement planning. Financial planning means different things to different people, the column states, but in all cases, it involves an extended process, not merely a one-time act.
ABOUT:
Member FINRA/ SIPC is a broker-dealer based in Houston, Texas, serving the needs of financial services representatives throughout the country. The company prides itself in helping business owners enjoy success and financial independence. The company was founded in 1999, and is currently led by President Barry Knight. More information about the company can be found online at . NEXT Financial Group Inc. is located at 2500 Wilcrest Drive, Houston, TX 77042. For more information, call 888-876-6398.
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Datum: 30.08.2012 - 10:00 Uhr
Sprache: Deutsch
News-ID 179008
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