Want to try something new?

Free Offer to Consumers Only:
Has the stock market volatility changed your Financial/Retirement Plans?  Would you even know?

Do you even have a Financial/Retirement Plan?  Receive a FREE Comprehensive 40-page Financial/Retirement Plan and see if you are on-track to retire when you expect. 

Will you be able to fulfill your retirement dreams…?

This Free Financial/Retirement Plan includes:

*Age @ Retirement Analysis - see if you can afford to Retire at your desired retirement age

*Annual Contribution Analysis – see if you are investing enough for retirement

*Annual Investment Returns Analysis – pre & post retirement returns needed to meet your retirement goals

*Asset Allocation Graphs - for your investments based on your retirement goals

*Estate Planning – Current & Alternative Analysis and Tax Estimate

*Insurance Summary

*Long-Term Care Needs

*Net Worth Statement

*Retirement Capital Analysis

*Survivor Needs Analysis

To receive this Retirement Plan free: email your request to info@AllFinancialAdvisors.com

Thank you for your interest. 
The AllFinancialAdvisors Team

What Should You Look For In a Financial Planning Firm, Wealth Manager and / or Financial Advisor?

Just a few items to have on your check list:

* Review the advisor’s methodology prior to committing your time, efforts and most importantly your hard earned investment dollars.
* Ask for a copy of all compensation, fee and/or commission schedules.
* Ask if they have been subject to any legal and/or disciplinary actions or have received any client complaints in the past.
* Is the financial advisor using an institution to “clear” or execute trades?  If so, become familiar with that institution and double-check the fees associated with this activity.  Know all the details first…

* Ask for their current client list of references, specifically from clients who have similar retirement goals as yours.
* Inquire about the financial advisor’s education, industry experiences, professional affiliations, credentials and general background.
* Make sure any financial planner and/or wealth advisor you are meeting with is properly licensed, bonded and insured in the states where they do business.

What is a financial advisor’s Fiduciary Duty? 

A fiduciary duty is a legal or ethical relationship of confidence or trust between two or more parties, most commonly a fiduciary or trustee and a principal or beneficiary (from Wikipedia).  Do you know what it means to you?

NOTE: Some experts recommend contacting 2-3 financial advisors or financial planning firms, so that one may compare/contrast each firm, thus making the best-qualified choice for you & your loved ones. 

Best wishes in your search. 
The AllFinancialAdvisors.com Team

Finding the right financial planner and/or financial advisor for you…

Financial Advisors and financial planning professionals all have different experiences, education, and varied specializations. 

Finding the right financial planner and/or financial advisor takes the right resource.  We hope our free online directory helps you conduct this research easier.  You can trust us as an unbiased resource.

Many of the financial planners within our directory explain how their financial planning process works within their profiles. 

Our financial advisors take fiduciary oaths and pledge to uphold the highest standard of ethics. 

Many of our advisors are members of good standing within the National Association of Personal Financial Advisors (NAPFA); which advocates a Fee-Only compensation model.  Quite a few of these featured advisors are also associated with the Financial Planning Association (FPA).

After reviewing their profile pages, one can request a meeting, introductory call and/or their fee schedule.

Experts recommend contacting several advisors to be able to make a good comparison of services.  We hope this helps. 

Thanks!