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Advisor 3
Zach Kuehl
CFP®
Financial Advisor from Madison Partners, WI

At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate...

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Advisor 3
Brian Cummings
CFP®, EA, ChFC®
Financial Advisor from Cummings Wealth Management Group, SC

We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.

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Advisor 3
Joe Pleso
Financial Advisor from Pleso Capital Group, WY

We are a fee-only, independent firm committed to helping our clients achieve their financial goals through a personalized approach. We take the guesswork out of identifying, planning for, and...

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View more qualified advisors in Laramie, WY Right Arrow
Advisor 3
Michael Loftus
Financial Advisor from Loftus Wealth Strategies, DE

From the beginning, Loftus Wealth Strategies has committed to staying small, so that we can provide personalized service and custom portfolio management for our clients. We're good listeners,...

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View more qualified advisors in Bethany Beach, DE Right Arrow
Advisor 3
Steven Block
LUTCF®, RICP®, CLU®, ChFC®
Financial Advisor from BlockWall Strategies, Inc, IL

We all have things we want to accomplish in life, and they don't just happen by accident. It takes planning and preparation to get to where you want to go, and that's why you need a financial...

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View more qualified advisors in Deerfield, IL Right Arrow
Advisor 3
Beren Anderson
LUTCF®
Financial Advisor from BSA Wealth Advisors, RI

As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...

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Latest Blog

Financial Advisor Guide

11 Min Read

10 Jul 2025

Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

If you are someone who loves a good Do It Yourself (DIY)...

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Retirement Planning

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08 Jul 2025

Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA

Are you thinking about cashing in on your Roth Individual Retirement Account...

By: Jonathan Dash

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Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? Yes! The numbers...

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The decision to hire a financial advisor is a prudent move. Seeking...

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Investment and risk are two closely related concepts. Risk refers to the...

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Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

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Investing

Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

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Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

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Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

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Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

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