Financial Guidance Group, Inc.

Financial Advisor, September 2007
In his article for this industry publication, veteran journalist David Drucker explores how financial advisors think about their retirement years. Among the five advisors he interviewed is Carl von dem Bussche, Founder of Financial Guidance Group in Palm Harbor, Florida. Carl isn’t planning to retire any time soon, as he loves working with clients. He is also focused on mentoring his colleague and son Christoph, a CERTIFIED FINANCIAL PLANNER™ professional.

Financial Guidance Group Ranks Among Wealth Manager Magazine’s Top Financial Advisory Firms, July 2007
Financial Guidance Group is one of 464 top financial advisory firms nationwide that are 1) registered investment advisers, 2) report more than $50 million in assets under advisement, and 3) have predominantly individual clients. Read more.

CFP Board of Standards, June 2007
The new CFP Code of Ethics states that CERTIFIED FINANCIAL PLANNER™ certificants are fiduciaries. As such, they are required to at all times place the interests of the client, ahead of his or her own (Section 1.4); disclose their compensation in detail, up-front and during the life of the engagement (2.2a); identify potential conflicts of interest (2.2b); always provide services with integrity and objectivity (4.1); and only make and/or implement recommendations that are suitable for the client (4.5). Carl and Christoph von dem Bussch have both earned the right to use the CFP® mark of distinction and are proud to serve as fiduciaries to their clientele.

Wealth Manager magazine, June 2007
Journalist Marie Swift profiles Carl von dem Bussche in her article Family Practitioner, in this publication for financial advisors. Read about Carl’s path to success.

Research magazine, May 2007
In Incorporating the Value-Add, in this magazine for financial advisors, industry journalist Marie Swift explores what some financial advisors do to provide extra value to their clients. She cites the arrangement that Carl von dem Bussche has established with several luxury car dealerships to negotiate special deals for his clients. Download the article.

Wealth Manager Awarded Fiduciary Designation, April 10, 2007
Carl von dem Bussche, CFP®, AIF®, has earned the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies. The AIF designation signifies training in fiduciary responsibility. Read more.

Business Week, February 26, 2007
“The financial-services world boasts nearly 90 designations, titles, degrees, affiliations, certifications, and accreditations, some of which require little more than a check to obtain,” says writer Lauren Young in Financial Pedigrees – or Blarney? “With college degrees, there are diploma mills. There is the absolute equivalent with financial certification,” says Jack Waymire, author of Who's Watching Your Money and founder of the Paladin Registry, which helps investors find competent advisors. The article goes on to talk about the granddaddy credential of them all, the CERTIFIED FINANCIAL PLANNER™ professional and advises consumers to “bring a spoon the next time you sit down with a financial advisor” to sort through the alphabet soup of credentials.

Financial Guidance Group is proud of the CERTIFIED FINANCIAL PLANNER™ professionals on its staff, one of whom has earned the Paladin Registry’s highest rating: 5-Star status.

FGG Admitted to Paladin Registry of Top Financial Advisors, Feb 2007
Carl von dem Bussche, CFP®, has been admitted as a 5-Star Advisor to this select registry. Read more.

TampaBayInformer.com, February 2007
Christoph von dem Bussche has met the stringent requirements of the Certified Financial Planner Board of Standards (CFP Board) to be authorized to use the certification marks, including CFP® and Certified Financial Planner™. Only 54% of those who sat for the examination passed. Christoph has been with Financial Guidance Group since 2005. Read more.

Local Financial Advisor Earns Prestigious Credential, February 2007
Financial Guidance Group announced that Christoph von dem Bussche has met the requirements of the CFP Board and is authorized to use the CFP® marks of distinction. Read more.

Kiplinger Personal Finance, January 2006
Journalist David Landis, in his article Look to the Land of the Rising Sun for Big Gains, profiles a Financial Guidance Group client. The article addresses the importance of including international investments for a well-balanced, diversified portfolio.