Financial Planning Services means the provision of financial or investment advice to “individuals” or families or their owned business entities based upon an analysis of their individual needs, financial circumstances and objectives. Generally, it includes preparing a financial plan, comprehensive or modular, which could include: personal financial statements; and advice relating to personal risk management, insurance, savings and investments, estate planning, retirement planning and taxes.

Financial Planning Services. We offer advisory services in the form of financial planning services. Financial planning services do not involve the active management of client accounts, but instead focuses on a client’s overall financial situation. Financial planning can be described as helping individuals determine and set their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and other areas. The role of a financial planner is to find ways to help the client understand his/her overall financial situation and help the client set financial objectives.

Financial Planning Services means the financial planning services to be supplied by BOLC to NUVOLA as described in Schedule D hereto.

Examples of Financial Planning Services in a sentence

Initial Analysis INTRODUCTIONMeet and GreetPROPOSAL AND AGREEMENTAgree on services and feesGATHER DATAStatement and info collectionSTRATEGY CALLSpecific questions after document reviewANALYSISExpert examination of your planPRESENTATION*Your initial findings and recommendations Initial ImplementationPut initial recommendations in place with our assistance* *Implementation of your written recommendations will be done separate from the Financial Planning Services.
You will need to review and agree to be bound by the separate terms that apply to the Financial Planning Services which you can obtain from your Adviser.
Note: The Model Portfolio Service is not available to you if you do not agree to receive the Financial Planning Services from Santander UK.
This means that your Adviser can provide you with Financial Planning Services and, where appropriate, can enable you to benefit from the skills of a model portfolio manager.
Any changes indicated below will apply to all insurance and annuity contracts and any Financial Planning Service Agreement.Existing/Old bank account is now closed Existing bank account is still open Financial Planning Services FeeRefer to your Financial Planning Services Agreement with Thrivent Investment Management Inc.

More Definitions of Financial Planning Services

Financial Planning Services means products, tools and/or services relating to, or for the purpose of, Financial Planning.

Financial Planning Services means the wealth planning services described in Section D (Financial Planning Services). “Funds For Investment” means cash balances that you hold with us for investment purposes.

Financial Planning Services means financial or investment advice given to individuals or their owned business organizations as part of a Financial Plan, comprehensive or modular, including advice with respect to personal risk management, investments, estate planning, retirement planning, and taxes; or Investment Management Services provided pursuant to an Investment Management Contract as well as the implementation of the Financial Plan or the Investment Management Contract through the purchase or sale of Securities or life insurance products or other appropriate implementation strategies.

Financial Planning Services means our provision of advice or recommendation(s) in relation to wealth or financial planning (not amounting to financial advisory services within the meaning of the FAA);

Financial Planning Services means any services that involve (i) the management of an investment account or fund (or portions thereof or a group of investment accounts or funds), or (ii) the giving of advice with respect to financial planning or the investment and/or reinvestment of assets or funds (or any group of assets or funds).