Our Mission is to Help you Easily Find the Best Financial Advisor for your Needs

Services we provide consumers

Financial well-being is a critical component of health. One's personal health as well as the health of one's loved ones. Every single person has the right to grow and thrive. Our goal is to provide you with all the tools and knowledge to accomplish your personal financial well-being.

1. Financial Articles and Blogs

Our team of dedicated writers, editors, and finance specialists share their insights, expertise and industry knowledge via weekly articles, blog posts and infographics to help individuals live their best financial life and reach their personal financial goals. We believe that there is no place for fear in anyone's financial future and that each individual should have easy access to credible financial advice.

Read Our Latest Blogs

Financial Advisor Guide

What are the Costs of Hiring a Financial Advisor?

It takes time, skill, and effort to manage one’s investments and make the right financial decisions as one...

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Estate Planning

Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical

Estate Planning is one of the most disliked but critical steps of financial planning. One of the prime...

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2. Directory Listing of Qualified Financial Advisors in USA

We prescreen financial advisors from large fortune 500 companies as well as small independent financial firms prior to adding them to our matching network. Each financial firm or independent advisor must pass a stringent qualification process to be part of our independent, unbiased, trusted nationwide network. This enables the financial advisors on our network to help and assist consumers seeking financial advice or guidance on retirement planning, portfolio management, education planning, annuities, 401K Rollover and estate planning. All the financial advisors are registered with FINRA/SEC and hold clean records. Each advisor's contact details, credentials, fee structure, biographies and firm details are provided in the financial advisor directory pages.

3. Free Match Service for Consumers

Consumers seeking financial advisors complete an easy and convenient form and once verified are matched as per their requirements and preference to 1-3 pre-screened financial advisors on our matching network. The match tool is completely secure and private. There is no obligation on the part of the consumer to hire one of the advisors. The tool is to provide the consumer an opportunity to interview the advisors prior to selecting a financial advisor. It is never a good idea to hire the first advisor that you talk to or meet.

4. Financial Calculators

Financial calculators can be extremely helpful tools in your financial decision-making process. They can help you evaluate how well you are prepared and what you need to do to improve your financial state. We provide free retirement planning, college savings and personal savings calculators to help you estimate and evaluate your personal financial situation.

Are my current retirement savings sufficient? CALCULATE

Compare a Roth 401(K) to a Traditional 401(K) CALCULATE

How does your taxes and inflation Affect You? CALCULATE