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The Smart Money Newsletter™

Beneficiaries of inherited IRAs need to understand that the rules and requirements surrounding inherited can be complex


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.

WHO IS LISTED ON 1800ADVISER.COM? Financial advisers, accountants, and attorneys in our network possess extensive experience in all matters. What sets them apart is their exclusive access to a network of independent professionals, all of whom operate on a Fee-Only basis, thereby minimizing conflicts and biased advice. When complex issues arise, they can address any concerns with your best interest in mind.


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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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If you need help reviewing and selecting investments, we provide recommendations and strategies for building wealth, diversifying investments and managing risk.

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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.

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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.

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Insurance Coverage
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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.

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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.

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