Elite Financial Management http://elitefm.net Investment & Retirement Planning Services Tue, 26 Jan 2021 21:11:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.7.4 http://elitefm.net/wp-content/uploads/2021/03/cropped-512-x-512-32x32.png Elite Financial Management http://elitefm.net 32 32 How to choose a financial advisor http://elitefm.net/choose-financial-advisor/ Tue, 26 Jan 2021 21:02:08 +0000 http://elitefm.net/?p=17638 When looking for a reputable and trustworthy financial advisor, here are top considerations: Formal Education Professional Experience Meaningful industry  Licenses Professional Background Check  Investments offered Compensation Resources   Bill Dendy is a CPA and money manager who has become a popular financial soundbite for the...

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]]> When looking for a reputable and trustworthy financial advisor, here are top considerations:

  1. Formal Education
  2. Professional Experience
  3. Meaningful industry
  4.  Licenses
  5. Professional Background Check
  6.  Investments offered
  7. Compensation
  8. Resources

 

Bill Dendy is a CPA and money manager who has become a popular financial soundbite for the nation’s newsrooms because of his tell-it-like-it-is style. Feel free to contact him directly:

Bill Dendy

CPA and Money Manager

cell: (214) 912-1106

email: [email protected]

website: www.Elitefm.net

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]]> Watch Bill Dendy on WFAA – Texas Primed to bring in more businesses. http://elitefm.net/watch-bill-dendy-wfaa-texas-primed-bring-businesses/ Fri, 13 Nov 2020 18:23:58 +0000 http://elitefm.net/?p=17438 Watch Bill Dendy on WFAA – Texas Primed to bring in more businesses.  

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Watch Bill Dendy on WFAA – Texas Primed to bring in more businesses.

 

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]]> Examining your Estate Plan http://elitefm.net/examining-estate-plan/ Tue, 01 Sep 2020 15:45:25 +0000 http://elitefm.net/?p=17310 When is the last time you have examined your Estate Plan? This is vitally important for you and the future of your loved ones. If you need help in this area, please call Elite Financial Management at 214-239-4715 or sign up for a complimentary consultation....

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When is the last time you have examined your Estate Plan? This is vitally important for you and the future of your loved ones. If you need help in this area, please call Elite Financial Management at 214-239-4715 or sign up for a complimentary consultation. In this video, William (Bill) Dendy, JD, MBA, CPA, PFS, CFP®, CLU, CDFA, speaks about the importance of Estate Planning.

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]]> The importance of caregiving and the impact on your loved ones. http://elitefm.net/17301-2/ Tue, 01 Sep 2020 15:36:16 +0000 http://elitefm.net/?p=17301 In this video, William (Bill) Dendy, JD, MBA, CPA, PFS, CFP®, CLU, CDFA, speaks about the importance of caregiving and the impact on your loved ones. If you are looking for help in this area, please give us a call at (214)239-4715 or sign up...

The post The importance of caregiving and the impact on your loved ones. appeared first on Elite Financial Management.

]]> In this video, William (Bill) Dendy, JD, MBA, CPA, PFS, CFP®, CLU, CDFA, speaks about the importance of caregiving and the impact on your loved ones. If you are looking for help in this area, please give us a call at (214)239-4715 or sign up for a complimentary consultation.

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