As you get older, managing and gettingyour finances in order becomes a top priority. Navigating through your muddled finances can become stress-free and easy if you hire a the right advisor who not only provides you with clear, and unbiased advice...more
Some of these looming questions often make financial planning a complicated and intimidating task for investors like youcausing youto worry enormously. But it doesn't have to be thatway!
How much money should I invest and where?
What is my current...more
People often contemplate whether it is worth it to hire a financial advisor and many a time even challenge themselves by taking care of their finances themselves.An investment to hire an advisor often pays foritself as a financial advisor who...more
Finance and investments : Do It Yourself or Hire a Pro?
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
At the Oeming Group, we take care of all your financial needs. From goal discovery and portfolio review, to financial planning and investing, to estate planning and the protection of your assets, we...
A comprehensive financial services firm, Strategic Financial Partners of Kansas City has hand selected a team of financial professionals with the knowledge, expertise, and years of experience to help...
Complete Investment Advisory is a fee based Investment Advisory firm dedicated to helping clients invest without the concerns of commissions getting in the way of sound advice with the focus on your...
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.
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.
* 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
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
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. Portfolio Size: $200K in 403(b) and $35K cash to invest.
Benefits of Using WiserAdvisor
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.
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.
Saves You Time
You will only talk to pre-screened financial advisors whose profile matches your financial needs.
* 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. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.
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