Profile
Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.
Portfolio Size:
$200K in 403(b) and $35K cash to invest.
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- LIFE EVENTS
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- BUSINESS VS PERSONAL WEALTH
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- RETIREMENT DREAMS
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- FINANCIAL FUTURE
How to Plan for Risk in Your Portfolio by Knowing Your Tolerance and Capacity
Summary: Tolerance and capacity are two ingredients of risk when it comes to investments and retirement planning. We look at what they are, and what kind of critical impacts they can create when... more
Retirement and Risk: The Difference Between Tolerance and Capacity (and Why You Need to Know It)
When we think about recipes for well-funded retirement plans we often start with some basic concepts. One of them is that investments are at the root of preparing for our post-work years. Packed into... more
Love & Money: 4 Reasons to Talk Money with Your Partner
When you’re getting serious with someone, you’ll need to initiate many serious conversations — getting married, having kids, who gets control of the TV remote — so a... more
Finance and investments : Do It Yourself or Hire a Pro?
The Definitive Guide to selecting the right financial advisor for your needs.
I want to take charge.
HELP ME FIND MY ADVISOR
HELP ME FIND MY ADVISOR
Additional Resources
Retirement & Healthcare
Retirement Changes: Health Care, Social Security, and Medicare in 2014
How much do you know about the three largest learning curves that most retirees must face? In dealing with health care costs, Social Security, and Medicare, there are hurdles that can entangle even the savviest retirement-planner, especially when it comes to tracking rules and yearly changes…more
Saving & Investing
How do you choose an optimal combination of investments to help you reach a goal that may be decades away?
When faced with all the decisions that need to be made to ensure you select the proper investments to meet your long-term financial goals, it's easy to become overwhelmed. The answer is to focus on the fundamentals. Make sure to get these basics right…more
Outliving Nest egg
Personal Assets and Investable Assets: New Retirement Income Trends.
As financial experts sound the warning bells about the American retirement planning crisis, and how little the average worker has saved toward his or her golden years, all kinds of questions abound -- what exactly do retiring workers have squirreled away to provide for them when they quit working...more
Business to Personal
5 Key Steps In Planning Your Business's Legacy
When you build a business, you're not simply fulfilling a vision while earning a living; you're also creating a legacy. Enter succession planning: the process of preparing to hand over your company to future leaders. Let's look at how you should start preparing for your company's future management…more
Featured Financial Advisors...
Austin Konecke Financial Advisor from Charlotte,NC
The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and fr...
Kevin Startt Financial Advisor from Kennesaw,GA
Startt Planning's conviction is to make saving, investing and
planning with Kevin a pleasure. I utilize a disciplined approach
with our system that lists 13 wealth management issues that o...
Pat Volk Financial Advisor from Reston,VA
The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and fr...
Mark Kollar, RFC, CEPP, CSA Financial Advisor from Northbrook,IL
Kollar Wealth Advisors is a fee only Illinois Registered Investment Advisory Firm specializing in Retirement, Distribution and Estate Planning.
Fee Only Financial Advisor
Fee Only financial advisors are no-commission advisors who only charge for the advice they give. They do not earn commission by selling any Financial Products. Fee Only advisors help to reduce the conflicts of interest inherent in how they get paid and what they recommend. Fee only planners primarily focus on providing comprehensive financial solutions. Their fees include charging on a percentage of assets under management, flat fee or hourly free basis.
Look for a Fee Only Financial Advisor * near your location.
Fee Based Financial Advisor
The Fee Based advisors are different from traditional advisor on method of compensation. A fee based financial advisor are those who receive fees paid by you, and commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership. Unlike traditional financial advisors who receive a commission from mutual fund and insurance companies for placing their client's money into their respective products, fee-based advisors earn fees from advice and they make commissions on some of the products they sell. Thus advisors interests are considered to be more in line with those of their client's.
Look for a Fee Based Financial Advisor * near your location.
* Financial Advisors in our network may be dually registered; advisors, in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers.
Understanding Your Advisor's Credentials
Finding a financial professional can be a daunting task. There are literally thousands of people who work with portfolios and retirement accounts in the United States, and choosing the right one for you can seem impossible. How do you choose a needle from a seemingly endless stack of needles? Financial professionals understand this problem, and do everything that they can to differentiate themselves from their competitors. Financial advisors have different educational backgrounds, experiences, and work with different companies - all of which leave you with a host of variables with little solid ground to judge them by.
This is why special designations were created. They level the playing field, allowing investors to see which advisors have gone that extra step to make themselves the most qualified professionals. Designations are often earned through required coursework and examinations that test an advisor's knowledge in various specialized areas. Some designations are designed specifically for advisors who work with retirees, while other designations show specialization in insurance or business. No two designations are exactly alike, and some are more reknowned than others.
WiserAdvisor strives to bring you an extensive listing of pre-screened financial professionals on the internet. If you are interested in speaking with one of our professionals, please give us some brief information on our matching page.
Click here to understand advisor credentials.
Investor Case Studies
Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.
Benefits of Using WiserAdvisor
Advisor Pre-Screening
All advisors have to meet strict screening criteria to be part of our network.
No Conflict of Interest
WiserAdvisor is NOT a financial services company and does NOT offer any financial advice or products.
No Cost
Our Advisor Match service is FREE to consumers. Advisors do pay a fee to be part of our network.
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We will not share your information with anyone but the advisors who are matched to your financial preferences.
No Obligation
You are not obligated to hire any advisor that you are matched with.
Hundreds of Pre-Screened Advisors
We have advisors from independent RIAs to large broker dealers.
Saves You Time
You will only talk to advisors whose profile matches your financial needs.
