NEWS RELEASE - from __________________________
(your firm name)
For Immediate
Distribution – Confirmation is Not Required
Financial Planning
Advice is Critical
(Your town, ST)
"Turbulent times and volatile markets emphasize the need for
professional Financial Planning," according to local Qualified Financial
Planner, ______________________________. "It
is highly appropriate to periodically re-evaluate your financial Plan, or to
make one where none may presently exist."
In a world that grows more
complex every day, consumers are presented with the constant pressures of
family, career, community responsibilities and personal enrichment.
The financial marketplace is ever changing with new laws, regulations,
economic events, market changes, product offerings and conflicting media
messages. Making the right
financial Plan at the right time, and keeping it current, is critical to
achieving security and accomplishing personal objectives.
A Qualified Financial
Planner guides the Financial Planning process: goal identification, data
organization, analysis, problem identification, recommendations, and most
important - plan implementation and results monitoring.
Your Qualified Financial Planner is duly qualified to help you save,
spend, invest, insure and, by so doing, to plan wisely for the future.
_______________, QFP* has
been associated with the local firm of _________
since _____.
The firm offers a free, no-obligation opportunity for persons to consider
if a financial review or comprehensive financial plan is indicated.
Interested parties may call ______________.
Firm
Name
Your Address
Website URL
Phone number
*The Qualified Financial Planner (QFP) designation is issued by the INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP), and serves as the single, universal identifier of Financial Planning. The QFP is granted to experienced Financial Planning professionals who have completed IAQFP approved education, exam, ethics and experience criteria who agree to at all times adhere to the IAQFP - Code of Ethics & Professional Conduct, QFP Usage Requirements, and continuing education requirements. You may verify or locate a QFP using the QFP Verification Registry of Qualified Financial Planners at www.IAQFP.org/qfp_registry.html, or by calling 1.877.346.3037.