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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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3333 Premier Drive

Suite 800

Plano, TX 75023

mark.stegman@insightwp.com

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Platinum Financial Services (PFS)

To achieve the Platinum Financial Services program (PFS) designation for the financial planning practice, requirements include: having at least 40 client groups with $500+, having at least 50 clients with financial plans, the advisor has at least one of the following designations: APMA™, CFP®, CFA®, ChFC®, CLU®, CRPC®, RICP®, CPWA® or CIMA® at time of measurement, Practice minimum of 90% of $100K+ groups with at least 4 days of contact recorded on the primary advisor’s Contacts by Household report in the last 12 months, Practice minimum of 90% of $100K+ groups with goal-based advice as reported on the primary advisor’s Goal-Based Advice Report, Practice minimum overall client satisfaction rating of 4.9 out of 5.0, Practice minimum net flows of $2 million, Practice minimum of 3% net flows as a percentage of prior year Assets Under Management and a satisfactory compliance record and being in good standing at the time of qualification.

Five Star Wealth Manager Award

To receive the award, an advisor must satisfy ten objective criteria that are associated with wealth management, including favorable, disciplinary and complaint history review and a minimum of five-year client retention rate.  No more than seven percent of the wealth managers in a market receive the award.  You can learn more about the Five Star Professional award at the Five Star Professional website in the link below.

https://fivestarprofessional.com/public/wmresearch

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