Tag : financial planning process

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Five Women-Led Startups Selected for BMO Harris Bank and 1871 WMN•FINtech Program
Featured Finance Fintech News

Five Women-Led Startups Selected for BMO Harris Bank and 1871 WMN•FINtech Program

Fintech News Desk
Cohort represents diverse financial technologies, including tools for homeownership, healthcare planning, small/midsize business accounting, supply chain and estate planning BMO Harris Bank and 1871 are proud to announce the five participating companies selected to join their 2021 WMN•FINtech Program. WMN•FINtech is a fintech industry program for women-founded and -led startups......
Solutions First Financial Group Opens
Finance Fintech News

Solutions First Financial Group Opens

Fintech News Desk
Bringing A Comprehensive Approach to Financial Planning Solutions First Financial Group is proud to announce the opening of its Scottsdale office, where founders Joe and Patty Donti will bring their Prep Better All-Weather Planning strategies to serve retirees throughout Arizona. Joe Donti, financial industry veteran and founder of Solutions First Financial Group said, “Solutions First......
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