Moisand Contributes to Financial Planning Magazine

Melbourne, Fla. – April 9, 2004 – Dan Moisand, Certified Financial Planner and principal of wealth management services firm, Spraker, Fitzgerald, Tamayo & Moisand, has contributed an article for Financial Planning magazine. The feature, titled “The Human Factor,” addresses the process of merging a solo practice.

Financial Planning Magazine contacted Moisand to write the article based on his expertise and the active role he takes in the financial community. A member in several professional organizations including the Financial Planning Association, Moisand is dedicated to educating financial planners on the practice management aspects facing the profession.

“With mergers and practice sales closing all around us, I felt it was important to discuss the issues involved with establishing an equitable financial structure,” says Moisand. “In the article I address topics including finding an ideal match, building a relationship, outlining responsibilities, and defining mutual goals.”

The article is featured in the April edition of Financial Planning Magazine and can be found online at www.financial-planning.com. Additionally, Moisand has had an award-winning article, “Urge to Merge: Insights from a Sole Practitioner’s Search for Partners,” published by the Journal of Financial Planning.

Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers financial planning, investment management, estate planning, cash flow and income tax strategies, and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $127 million. They operate out of offices located in Melbourne and Maitland and can be reached at 321.253.5400 or online at www.SprakerFitzgerald.com.