Personal Financial Planning Services definition

Personal Financial Planning Services means the provision of financial plans to individuals for compensation and the provision of services related thereto, and may include specific recommendations for the implementation of such plans and advice with respect to tax planning, retirement planning, estate planning, insurance planning, budgeting and cash management, or similar types of financial advice, but not including solely Investment Advisory Services.
Personal Financial Planning Services means the provision of financial plans to individuals for compensation and the provision of services related thereto, and may include specific recommendations

Examples of Personal Financial Planning Services in a sentence

  • A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services, when providing personal financial planning services.

  • Personal Financial Planning Services may include: retirement planning, budgeting and cash flow planning, risk management and insurance planning, planning for education funding, lump sum purchase planning, legacy planning, charitable planning, and any related services.

  • Personal Financial Planning Services and Personal United States Federal Tax Planning Services are available exclusively to individuals and their families, including individuals owning privately held companies.

  • In addition to the Code of Professional Conduct, AICPA members who provide personal financial planning services are required to follow the Statement on Standards in Personal Financial Planning Services (SSPFPS).

  • Plante & Moran, PLLC operates as a partnership with a staff of over 2,000 persons organized into four major service areas: Management Consulting, Accounting and Auditing, Tax Consulting, and Personal Financial Planning Services.

  • Client Engagement Letter - Ongoing Services This letter sets forth our understanding of the terms and objectives of our engagement to provide comprehensive Personal Financial Planning Services to you.

  • Leases The City is the lessor of approximately 1.0874 acres of its land to Goode Cook, Inc.

  • Advisory Services may include: Investment Advisory Services, Personal Financial Planning Services, Personal United States Federal Tax Planning Services, and any related services.

  • It is not possible to provide Comprehensive Personal Financial Planning Services without necessary information made available to us on a timely basis.

Related to Personal Financial Planning Services

  • Cemetery services means cremations, grave openings and closings, and installation of grave memorials.

  • Nursing services means the provision of individual-specific advice, plans, or interventions by a nurse at a home based on the nursing process as outlined by the Oregon State Board of Nursing. Nursing services differ from administrative nursing services.

  • Habilitative services means those services provided by

  • Training Services means access to Red Hat training courses, including online courses or courses provided at a site as may be agreed by the parties.

  • Basic health plan services means that schedule of covered

  • Beta Services means Xxxxxx services or functionality that may be made available to Customer to try at its option at no additional charge which is clearly designated as beta, pilot, limited release, developer preview, non-production, evaluation, or by a similar description.

  • Company Services means any services (including but not limited to technical and product support, technical advice, underwriting and customer services) supplied by the Company or its Affiliates in the specialty property and/or casualty insurance business.

  • Counseling services means services provided by qualified social workers, psychologists, guidance counselors, or other qualified personnel.

  • Special Services means all forms of services pertaining

  • Data Services The Customer will receive a discount equal to 25% for the following Data Services: Access: Standard VBS2 Guide local loop charges for DS-1 Access and DS-3 Access Service.

  • Homemaker services means the professionally directed or supervised simple household maintenance or management services provided by trained homemakers or individuals to families in their own homes.

  • Hospice services means palliative and supportive care and other services provided by an interdisciplinary team under the direction of an identifiable hospice administration to terminally ill hospice patients and their families to meet the physical, nutritional, emotional, social, spiritual, and special needs experienced during the final stages of illness, dying, and bereavement, as defined in Minnesota Statutes, § 144A.75, subd. 8, and includes the set of services as determined by the Medicare program under §1861(dd) of the Social Security Act and defined in 42 CFR § 418.3.

  • Community services means any type of counseling and advice, emergency assistance, medical care,

  • Pharmacy services means the practice of pharmacy as defined in chapter 18.64 RCW and includes any drugs or devices as defined in chapter 18.64 RCW.

  • Community support services means services authorized,

  • Personal assistance services means a range of services including, among other things, training in managing, supervising, and directing personal assistance services, provided by one or more persons, that are designed to assist an individual with a disability to perform daily living activities on or off the job that the individual would typically perform without assistance if the individual did not have a disability. The services are also designed to increase the individual's control in life and ability to perform everyday activities on or off the job; necessary to the achievement of an employment outcome; and provided only while the individual is receiving other vocational rehabilitation services.

  • Personal Services means “the performance of any work or labor and shall also include acting as an independent contractor or providing any consulting advice or assistance, or otherwise acting as an agent pursuant to a contractual relationship.”

  • Claims processing services means the administrative services performed in connection with the processing and adjudicating of claims relating to pharmacist services that include:

  • Travel Services means transportation, accommodation or other travel arrangements including, without limitation, air, rail, bus passenger transportation, hotel accommodation and car hire services.

  • Security Services means, a systemic approach to managing an organisation’s security needs as per specifications, terms and conditions stipulated under the contract, the organisation in this case refers to Medical Colleges/ Hospitals

  • water services means water supply services and sanitation services;

  • Personal care services means both physical assis- tance and/or prompting and supervising the performance of direct personal care tasks as determined by the resident's needs and does not include assistance with tasks performed by a licensed health professional.

  • Information technology services means services designed to do any of the following:

  • Service Planning Team or “SPT” means a team who includes the Individual and/or the Individual’s identified support network, Contractor’s lead administrative staff supporting medical, behavioral and activity oversight called out in this Contract, Contractor’s Administrator or designee and ODHS Designee. The team is responsible for overseeing the Individual’s Service Plan and all other associated plans or services in this Contract.

  • Education Services means training services performed or delivered by Company.

  • Hosting Services means the provision, administration, and maintenance of servers and related equipment, the provision of bandwidth at the hosting facility, and the operation of the Application for access by Customer Users to be provided by the relevant hosting service provider.