About the Profession
Financial planning is the process of wisely managing one’s finances to achieve certain goals and dreams, while at the same time helping negotiate the financial barriers that inevitably arise in every stage of life. The financial planning profession exists to help people make those financial decisions and achieve their life goals.
Three Leading Financial Planning Organizations Band Together to Pursue Consumer Protection and Industry Reform
December 8, 2008
Read the entire article here FPA DFW Planners In The News
If you are a FPA member who has recently be recognized in the media/news please let us know. Send a hyperlink to the article (preferred method), or a PDF of the article via email to Melisa Hall at
firstname.lastname@example.org and we will gladly add it to this section of the website. This is a free benefit to FPA members and a great way to be recognized by the chapter and your fellow FPA members.
Investors Search for Stability and Predictability in Retirement Planning (PDF): Quest Capital Management, Inc. - Forbes - March 2013
How to get Ready for the Next Big Crisis Brandon Ratzlaff, CFP®, Quoted in (PDF): Barron's - August 29, 2011
Kathy Muldoon, CFP®, Quoted in the Wall Street Journal, Monday, May 2, 2011 How to Help Grandkids: Strategies can range from investing to popular 529 college savings plans to setting up trusts, adviser Kathy Muldoon says....:
Health Reform's Long Term Care Option: Sharon R. Luker, CFP®, CLTC, Quoted in Smart Money - June 10, 2010
IRA Proposal Irks Some Independants: Kevin Grant, CFP®, CLU, ChFC, Quoted in Investment News, March 29, 2009
Marty Cortland rankles area Certified Financial Planners
Read Mark McClanahan's (FPA DFW President) Letter to the Editor of DMagazine (March 2009) regarding the article published in Fall 2008
Borrowing money won't end our financial woes: Lynn Lawrance, CFP®, Quoted in the Dallas Morning News
Poll: Retirement Investment Worries Weigh Heavily on Dallas/Fort Worth Residents; Lynn Lawrance, CFP®, Quoted in the Dallas Morning News
It's time to get ahold of your finaces and feelings; Lynn Lawrance, CFP®, Quoted in the Dallas Morning News
Discuss finances, final wishes with elderly parents Lynn Lawrance, CFP®, Quoted in the Dallas Morning News
What Investing Pros are doing to their stock portfolios in 2009 - Mario Yngerto, CFP®, ChFC - Quoted in USA Today, January 2009
"Insurance Matters - Shopping for Long-Term-Care Insurance" - Sharon Luker CFP®, CLTC - Quoted in the Registered Rep
"Your Money" Articles- Gary Silverman, CFP® - Featured in the Wichita Falls Record News, 2007/2008
Uncertainty Clouds Advisors' View of Technology - Mark Connell, CFP® - Featured in InvestmentNews, July 2008
A Tale of Two IRA Beneficiaries - Clark Randall, CFP® - Featured in the National Underwriter, March 2008
Securing a Nest Egg - Clark Randall, CFP® - Featured in the Wall Street Journal, March 2008
Bridging the Property & Casualty Gap - Clark Randall, CFP® - Featured in the Journal of Financial Planning, November 2007
A Plan That Can Help Clients Make Up For Lost Time - Mark Connell, CFP® - Featured in 'National Life & Health Underwriter'
Staff Recruiting Tips for the Small Firm - Mark Connell, CFP® - Featured in 'National Life & Health Underwriter'
Expanding the Investment Mix Beyond Mutual Funds - Mark Connell, CFP® - Featured in 'The Journal of Financial Planning' August 2007
A Lift for Giving: Proposal Would Remove the Annual Limit of $100,000 on IRA Rollover Donations - Greg Gardner, CFP® - Featured in 'Financial Advisor' April 2007
Brokers Must Put Client First - Kevin Grant, CFP®, CLU, ChFC - FPA DFW 2007 President - Featured in 'The Dallas Morning News' April 9, 2007
Look At All That's Involved Before Taking a Buyout - - Trudy Turner, CPA, CFP® - FPA DFW 2007 Chairwoman - Featured in 'The Dallas MorningNews' April 2007
Meet the Parents-Backed Mortgage - Dave Ragan, CFP ®- Featured in BusinessWeek, April 2007
Certification Pays Off - Trudy Turner, CPA, CFP® - FPA DFW 2007 Chairwoman - Featured in 'The Dallas Morning News' March 2007
Talking to Clients Beyond Stocks and Bonds - Mike Mills, Mike Mills Wealth Management, LLC - Featured in 'Research Magazine' February 2007
Aggie 100 >>Dallas FPA DFW Member Mike Busch, CFP®, CPA, CEBS was featured in the October issue of the Dallas Business Journal (PDF).
Widowed Texas CFP Helps Advise Bereaved FPA DFW Member Joy D. Kirsch was featured in the Sept. 11th Investment News (PDF).
Dallas Morning News And Baby Makes...3 on 1 Paycheck?
Quotes from FPA DFW Members Trudy Turner (2006 FPA DFW President), Bob Stowe (2006 Programs Director) & Deb Outlaw, CFP®
The Financial Planning Association's "Couples and Cash" series in USA TODAY. Keep an eye out for FPA's newest series with USA TODAY and National Endowment for Financial Education (NEFE) focusing on being young and in debt. Dallas Morning News Financial Call-In Hotline During Financial Planning Week - Sept 24, 2006
Dallas Morning News Money Makeover - July, 2005 - Featuring Ryan Huey, CFP® & Deb Outlaw, CFP®, CPA of Perryman Financial Advisory