Smart Money Moves
Financial Planning
The Independent Adviser Corporation is 100% Independent and 100% Objective. We publish FREE buy-side investment research and educational material on TheAdviser.com for individuals, families and small businesses.
Our network of independent FEE-ONLY advisers can help you manage your 401k, determine the best retirement investment selections within your 401k plan, asses your performance, rollover your 401k to an IRA (or Roth IRA) and much more. Our FEE-ONLY network also provides financial planning services, portfolio management, tax and legal services.
Click here to ask a FREE question or visit 1800ADVISER.COM and select the FEE-ONLY adviser you would like to speak with.
→ IS IT TIME FOR EXPERT INCOME TAX PREPARTION?
Our independent CPAs can prepare your taxes. Although Turbo Tax and software is good, the truth is our network and expert CPAs, and attorneys can save you thousands of dollars.
→ DO YOU HAVE AN IRS OR STATE INCOME TAX ISSUE?
Do not let tax issues go unresolved. It will be more costly. Our network of CPAs and attorneys will quickly resolve issues with state and IRS auditors.
→ DO YOU WANT TO SAVE MONEY ON YOUR TAXES?
There are literally hundreds of ideas for individuals, families and businesses to save or defer income taxes. Our network of CPAs and attorneys can review your income taxes. Working together with you, they will create a strategy for you to reduce your taxes and let you keep more of your money.
Fee-Only Financial Planning
If you want to be immediately connected to a FEE-ONLY adviser, you should visit 1800ADVISER.COM. The web site lists the biography and specialty of our network, and you can choose 1 or more members to speak with. To find out more watch our video, ask TheAdviser.com or visit 1800ADVISER.COM.
FEE ONLY FINANCIAL PLANNING SERVICES
Budget Preparation & Review
We will help you create and review a budget that includes strategies for tracking expense, income, setting goals and reducing debt.
Investment Planning & Analysis
If you need help reviewing and selecting investments, we provide recommendations and strategies for building wealth, diversifying investments and managing risk.
Retirement Planning Reviews
At minimum, you should have an independent adviser review your investment strategy. Let's agree on what works best for you.
Tax Returns & Tax Planning
We can review and/or prepare your tax return as part of preparation of a financial plan. When you do a financial plan, we can provide recommendations for maximizing tax deductions and provide other tax saving strategies.
Insurance Coverage Reviews
We can review existing coverage, make recommendations for protecting risks. This can include selecting strategies for selecting the right types & amount of insurance. If you have too much or too little insurance, we will share our views with you.
Wills & Estate Planning
A financial plan can include prepareation or review of a will. We can help you with recommendations for distributing assets after death and planning for end-of-life decision. As necessary, expert attorneys will be consulted.
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