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FinancialPlanAdviser.com
FinancialPlanAdviser.com is your source for 100% Independent and 100% Objective financial planning. Over the years, our financial planners have empowered thousands of individuals, families, and businesses by providing free educational resources and connecting users with a network of independent Fee-Only professionals. Our seasoned financial advisers, tax accountants, and attorneys are ready to assist you with independent financial planning.
Our network of independent professionals specializes in optimizing financial plans, maximizing tax benefits, and developing comprehensive financial strategies. Receive personalized guidance to optimize your financial future and explore tailored strategies aligned with your unique goals.
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Embarking on a financial plan journey doesn’t have to break the bank. Financial plans are crafted to suit your specific needs. With a starting price as low as $250, fees are structured to fit various budgets. Some advisers might even present you with a complimentary financial plan as they get to know you, anticipating the chance to deliver ongoing Fee-Only financial advice. The exact pricing will be tailored to your unique situation and requirements. Let’s have a conversation, delve into your needs, and furnish you with a precise estimate.
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Compassionate, Independent and Objective
Not only are we 100% independent and 100% Objective, but we can be compassionate and sensitive to the unique needs and concerns of all individuals, families, and businesses.
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If you prefer working with robots or software engines that provide artificial intelligence or computerized advice without considering human emotions, we may not be the right fit for you.
Private Free Consultations
At the heart of our commitment to you is Great Privacy Policy. privacy. Your information is never sold to third parties. We offer free consultations to help you decide if 100% Independent & 100% Objective advice will benefit you.
529 Plans and College Saving 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
and Analysis
If you need help reviewing and selecting investments, we provide recommendations and strategies for building wealth, diversifying investments and managing risk.
Comprehensive
Retirement Planning
We can review your current retirement planning strategy or develop a fresh plan. We can develop income generating investment portfolios to provide you stable income.
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 & Analysis
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, Trusts &
Estate Planning
A financial plan can include preparation 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.
