Financial Advisors have varied experiences, education, and specializations.  Finding the right financial planning firm and/or financial advisor takes the right research.  It takes trust in the source.

We have selected only the top financial planning professionals in the U.S. with which to work.  The Financial Advisors in our directory are all independent, Registered Investment Advisors (RIAs) managed by FINRA and the SEC (United States Securities and Exchange Commission).

Our financial advisors take fiduciary oaths and pledge to uphold the highest standard of ethics.  Many of the financial planners within our directory explain how their financial planning process works within their profiles.  After reviewing their profile pages, you can request a fee schedule, more detailed information and/or a meeting.

Many of our advisors are members of the National Association of Personal Financial Advisors (NAPFA: the nation’s leading organization promoting Fee-Only comprehensive financial planning) and the Financial Planning Association (FPA).

Using the services of a qualified financial advisor (to help you identify the strengths and weaknesses in your financial picture) will ensure you can retire comfortably!

NOTE: Experts recommend contacting 2-3 financial advisory firms, so that one may compare/contrast each firm, thus making the best-qualified choice.

Retirement planning is not something you can forecast and then reconstructed when financial assumptions fail.  Unfortunately, many people often underestimate the amount of money needed in retirement. As a result, many retirees are forced to adjust their lifestyle to meet budgetary constraints. To avert these unwanted lifestyle changes in retirement; here are a few practices to consider (provided by our Best Financial Advisors):

• Try to save at least 10-15% of annual income. 
• Prepare to spend 70-80% of pre-retirement income during retirement.
• Working part-time, during retirement, to supplement living expenses.
• Recognize all income sources (Savings, Social Security, Retirement Plan Accounts, and Business Income) when calculating financial assumptions.
• Reduce household expenses as much as possible before retirement.

 
Often these items are overlooked since most investors have not established a comprehensive financial plan.

Using the services of a qualified financial advisor (to help you identify the strengths and weaknesses in your financial picture) will ensure you can retire comfortably too!

NOTE: Experts recommend contacting 2-3 financial advisory firms, so that one may compare/contrast each firm, thus making the best-qualified choice.