Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever make. It should go without saying that what we do...more
The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others, and instead of facing financial desolation, are...more
Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in the academic research. For instance, Gustafson,...more
Finance and investments : Do It Yourself or Hire a Pro?
The Definitive Guide to selecting the right financial advisor for your needs.
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
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
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
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
Nelson Brown Financial Advisor from Baton Rouge,LA
Dominic Chavez Financial Advisor from La Cienga,NM
Eric Mancini, CFA, CFP, CAIA Financial Advisor from Oradell,NJ
Jason Dynan Financial Advisor from Boca Raton,FL
Jonathan Bednar Financial Advisor from Knoxville,TN
Nate Oeming CFP®, AIF® Financial Advisor from Eugene,OR
Nick Naseman, RICP®, CFEd®, CFEI Financial Advisor from Colorado Springs,CO
Robert Lawson Financial Advisor from Minneapolis,MN
James J. Denora, CPA, CFP® Financial Advisor from Annapolis,MD
Jared Copinga Financial Advisor from Meridian,ID
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.
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.
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.
I am hoping to retire soon and wanted to get a portfolio review done quickly. WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.
Profile: Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.
All advisors have to meet strict screening criteria to be part of our network.
WiserAdvisor is not a financial services company and does not offer any financial advice or products.
Our Advisor Match Service is free to consumers. Advisors do pay a fee, once they qualify, to be a part of our network.
We do not share your information with anyone other than the financial advisors are are matched to as per your requirements.
You are not obligated to hire any financial advisor that is matched to you. We do however request you to interview all the advisors to check if they suit your financial situation.
You will only talk to pre-screened financial advisors whose profile matches your financial needs.