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
THREE Critical Steps
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Find qualified financial advisors
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Selecting the Right Advisor
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 the right 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
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Featured Financial Advisors...
Robin Lovely, MBA, CFP®, CDFA™ Financial Advisor from Providence,RI
Sophisticated financial advice, down to earth support and excellent client service are the hallmarks of the work we do.
Our company was founded on the belief that assisting our clients in t...
James Ferrell Financial Advisor from Winter Park,FL
Ferrell Wealth Management Inc. is a private Investment Advisor,
registered with the Securities and Exchange Commission (SEC) and
the state of Florida. As an independent, predominantly fee...
Ken Tomko, CFA, CMT, CFP® Financial Advisor from Naperville,IL
T2 Asset Management was founded by two Chartered Financial Analysts with decades of experience who believe individual investors deserve the highest level of investment advice available. Our firm and p...
Brooks B. Larson Financial Advisor from Lakeville,MN
Fee based financial services including pre-retirement and retirement income planning.
John Britton Financial Advisor from Cincinnati,OH
Trusted Advisors for over 60 years of combined experience helping people
realize their life dreams and goals through sensible financial planning and sensitive
estate planning.
We ar...
Chad McDonnell Financial Advisor from Denver,CO
Denver Investments is a 100% employee-owned fee-only financial advisory firm with a philosophy of providing a personal and disciplined approach to your financial plan.
Our team will work cl...
Eric Tashlein CFP® Financial Advisor from Milford,CT
Our mission is to empower clients with the knowledge and resources they need to protect and accumulate wealth.
Our firm services high net worth clients and their families with investable as...
Nick Hopwood, CFP® Financial Advisor from Plymouth,MI
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, suppo...
Michael Cue & Richard Breyer Financial Advisor from Goodyear,AZ
Crescent Wealth Counsel was created with one simple goal ---to help clients simplify their financial lives. Our difference is a focus on protecting your wealth, stimulating it's growth in a manner com...
John Howard Financial Advisor from Saint Simons Island,GA
Good plans make dreams come true—whatever those dreams may be.
Resource Planning Group has been providing Fee-Only® wealth management and retirement planning solutions to families, entrepreneurs ...
Jeffrey Biernat, Vivek Sharma Financial Advisor from Plymouth Meeting,PA
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J'Neanne Theus Financial Advisor from Columbia,MD
Marathon Financial is an independent advisory firm, with a fiduciary responsibility to our clients. We create confident investors. We offer ongoing investor education, designed to offer each client a ...
Fieldstone Financial Management Group Financial Advisor from Marblehead,MA
The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With ...
Andrew Aran Financial Advisor from Ramsey,NJ
Our mission is to assist individuals, families, & institutions
with identifying, understanding, and pursuing their financial
goals and objectives. As wealth grows, it requires appropriate ...
Brian Evans, CPA/PFS Financial Advisor from Everett,WA
BondStreet Wealth Management is an independent, fee-based
comprehensive wealth management firm. We distinguish ourselves in
the following ways:
Allegiance to Our Clients: As a Registe...
Dave Ermlick Financial Advisor from Centreville,VA
FAN Advisors is a SEC registered investment advisory firm. We offer a wide
variety of the best independent money managers in the country. Our affiliate,
Cornerstone Senior Services provide...
Robin Whitlock Financial Advisor from High Point,NC
We are a financial services firm that serves North and South Carolina. Based in High
Point, North Carolina our professionals provide asset management services, retirement
income planning, ...
Derek Moffatt Financial Advisor from Fort Worth,TX
Moffatt Financial Strategies, LLC provides fee-based financial counseling to individuals and business owners. We provide a broad range of sophisticated financial and investment advice in the following...
Dale Curtis Financial Advisor from Riverside,CA
BondStreet Wealth Management is an independent, fee-based
comprehensive wealth management firm. We distinguish ourselves in
the following ways:
Allegiance to Our Clients:
Charles Albrecht Financial Advisor from Huntington Station,NY
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your fi...
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.
Understanding Your Advisor's Credential
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 the most comprehensive listing of qualified 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.
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- More Credentials...
Resource Library
- Financial Advice & Consulting
Whom Should You Turn to for Independent Investment Advice? Investing is a...
- Retirement Planning
Pros and Cons of Early Retirement: Realities and Strategies. SUMMARY: Early...
- 401K-Rollover
Before You Quit Your Job, Know the Rules for Rolling Over Retirement Savings...
- Financial Planning for Individual
Understanding Asset-Based Advisory Fees. Q: When people in the investment...
- Budgeting and Saving
7 Ways to Boost Your Credit Score. By Paula Pant Trying to a target="_hplink"...
- Money Management
Hiring Professional Money Managers. Reaching financial goals and accumulating...
- Educational Planning
Good News for College-Bound Students: Fees Dropping in 2014 for 529 College...
- Real Estate
Mortgages in 2014: How New Requirements Will Affect Homebuyers. SUMMARY:...
- Taxes
WAIT! Don't Roll That 401k Just Yet. To all retirees or recent job...
- Insurance
Could the Affordable Care Act Improve the U.S.' Failing Health-Care Grade? By...
- Wealth Management
Should You Gift Your Heirs Now? Or Wait? By Paula Pant You're in your golden...
- Portfolio Management
Investing Driving You Crazy? Maybe Its Because You Already Are! (Part 3). In...
- Risk Management
Measuring Investment Risk and the Significance of Sharpe Ratio. Investment pros...
- Estate Planning
Estate Planning for Newlyweds. By Anna Wroblewska The first thing you want to...
- Business Finances
Small Business Planning: Ensuring the Continuation of Your Business. You hope...
- Annuity
The Appeal of Indexed Annuities. The upside potential and downside protection...
- Government and Economics
Keeping an Eye on the Economy. Watching key economic indicators over time...
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.
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