We all have a money personality that shapes our financial decisions, from saving to spending and everything in between. Find out your money personality and how to leverage it in this month’s Visual Insights Newsletter.
关于我们
Welcome! The Professional Financial Company LLC dba PROFI is an investment advisor registered with the SEC. PROFi offers holistic financial planning dedicated to helping clients achieve financial goals with certified best-interest financial processes. Yes, we are stated fiduciaries for every client. PROFi advisors are professional financial craftsmen who take the long view and develop lasting, trusted relationships built on quality processes and sound advice. Every client deserves and receives top-notch treatment and evidence-based advice that not only helps build and protect wealth but also helps avoid those bad decisions that can erase years of hard work. We are passionate about helping businesses offer superior retirement plans. We give special attention to educating participants and optimizing savings behavior. We protect plan sponsors and investment committees through fiduciary best practices and participant education. We also help you recognize key employees with non-qualified compensation and benefit plans. We are fiercely independent, which means our decisions are deliberate and not subject to influence (monetary or otherwise) that would redirect our focus away from our clients' best interests. No commissions. No sales. No kickbacks. At heart, we are educators focused on developing you and your understanding of financial issues as much as on achieving your financial goals. Every question is welcome. Every person is important. We honor what a handshake means...! Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. The information being provided is strictly as a courtesy. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
- 网站
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https://www.thepfc.com
PROFi - Professional Financial Planning的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Orem，Utah
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Fiduciary Financial Planning、Investment Management、Retirement Planning、Social Security Optimization、Tax Reduction Strategies、Estate Planning Guidance、Retirement Plans、Corporate Investments、Education Savings、Accredited Investor Services、SMB、Certified Financial Planner、Accredited Investment Fiduciary、business exit planning、wealth management和family office services
地点
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主要
获取路线
384 W Center St
US，Utah，Orem，84057
PROFi - Professional Financial Planning员工
动态
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Curious about what's driving the markets in 2024? From interest rates to economic indicators to the presidential election, discover the factors shaping the markets. Read more here.
Q3 markets were powerful
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Your money habits may have more to do with your personality than you think! Are you a saver, a spender, or somewhere in between? Understanding your money personality can help guide you on your financial journey. Find out how in this month’s Visual Insights Newsletter.
Why Your Money Personality Matters
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Q3 is in the books, and it’s been a wild ride. What’s next for the markets in 2024? Check out this month’s quarterly financial update.
We Broke Down Markets Into a 5-Minute Read
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Do you ever wonder why some people are natural savers while others splurge without a second thought? Each of us has a unique approach to money that’s influenced by our money personality. Uncover yours in this month’s Visual Insights Newsletter.
Behind the Mindsets of Common $ Personalities
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Interest rates and a presidential election - how might these factors affect markets in the last few months of this year? Find out more in this month’s quarterly financial update.
Q3 markets? Powerful
financeinsights.net
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Personality or IQ: what matters more for financial success? Believe it or not, it’s personality! And our money personalities shape how we handle and feel about money. Discover your money personality with this month’s Visual Insights Newsletter.
We Each Have a Distinct $ Personality & Mindset
financeinsights.net
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Do the bulls still have room to run? Or will interest rates and the upcoming election cause markets to stumble? We break down what you need to know in this quick five-minute read. Check it out!
What did markets do in Q3? (5-minute read)
financeinsights.net
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Financial education doesn't have to be dry. Here's how we're using sushi to demystify inflation and spark conversations around economic trends. Curious to learn more? Check out our most recent article.
How Much More Do Tuna Rolls Cost These Days?
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Complex economic concepts should be accessible. That's why we've broken down inflation through the lens of a simple sushi roll in our most recent newsletter. Check it out.
What Tuna Rolls Reveal About Today's High Prices
financeinsights.net