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.

Professional Tax Services Since 1999
The Independent Adviser Corporation was founded in 1999 and since then has provided financial advisory services to literally thousands of investors. We've NEVER charged a commission nor will we. Our services are based on an agreed-upon fee with our clients so there is transparency and no strings attached.
Top State & Federal Tax Experts
The Independent Adviser Corporation is a 100% Independent & 100% Objective Financial Advisory Firm. We do not charge commissions, underwrite corporate securities, nor do we sell any proprietary products.
Your Trusted Partner with Tax Authorities
In simple terms, Fee-Only means no commissions which we view as a conflict of interest. For instance, sometimes doing nothing is the best strategy for the client but commissioned brokers rarely provide that advice because they won't earn a fee.
Creative Tax Solutions to Save Money
An investment professional who works for a firm like Fidelity or Merrill Lynch are generally incentivized to sell you Fidelity/Merrill investment products (e.g., ETFs or mutual funds). Because we do not sell our products, we can choose the best product that meets your need.

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.

Have a Financial Planning Question?

 

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