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Financial Planner Buyers Guide
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Financial Planners - Planning for Your Financial Future
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Financial planning is all about assuring money for the things that we
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Personal Financial Planners
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Sample Financial Planner Matches
(451 users used Respond last month to find a Financial Planner)
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 Additional details on Catherine's request for Financial Planner in Shingle Springs, CA
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning | | Estate Planning | | Education Planning |
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| | - | What is the size of your current portfolio? | | | Prefer to Disclose Directly to Advisor |
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Catherine, looking for Financial Planners in Shingle Springs, CA.  |
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Details: I am looking for an advisor in my area who can help me in regards to manageing a portfolio, to help it grow- I currnetly have ***k's and IRA's I would like looked over as well as wanting to plan for College education (* kids), I am also going to be selling a house that is paid off but does have a small loan on it based on Value of home. Is it better to pay that off once Sold - or invest the money and keep paying on it? or Split the Difference, etc. I also will need assistance wh*en it comes to State Tax issues (property transfer/inheritance Taxes,etc.). Would like to go over the credit scoures for myself & my husband and make sure those are fine as well, and if need improvement how to improve them- we really do not use our credit, cars paid off,etc. Is is wise to get Medical Coverage Supplement Policies also, at Times coverage from work seems to not be enough. And lastly, I am wondering if you have powerpoint presentations or something that you hand to potential clients to help them explain more to their families on why hiring advisors is a smart move? Thank you for your time. Calls are best in the afternoons and early evenings, usually.
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Matched To:
- Wurm, Mabbut & Frye; Roseville, CA, 95661
Business Description: As an independent wealth advisory firm, Wurm, Mabbutt & Frye is committed to delivering exceptional ....
- Lynch Financial Advisors; Roseville, CA, 95661
Business Description: Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) financial planning ....
- Zacks Investment Management; Chicago, IL, 60606
Business Description: Zacks Investment Management, a wealth management boutique, is one of the world’s leading experts on ....
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Additional details on Joyce's request for Financial Planner in Santa Clarita, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Joyce, looking for Financial Planners in Santa Clarita, CA. |
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Details: I have assests allocated, need to review those and make sure they are still in our best interested as well as I need help guidance on what to do about the future, My husband and I are retired I collect a pension from the state, as long as there is money there, pension may be effected at some point-with States situation, will we need to protect assets also with changes coming.. I need a fee based/fee only advisor, I will also have some money to place into new investments. Closest major town is approx. ** miles, can be a bit hard at times, so closer the better. Phone calls best in the afternoons or so, but will want to set up face to face meetings as husband is hard of hearing and phone conversations will not work for him.
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Matched To:
- Legacy Wealth Management, LLC; Stevenson Ranch, CA, 91381
Business Description: Legacy Wealth Management, LLC is a boutique Estate Management and
Family Office practice, specia....
- John R Carter Corporation; Sherman Oaks, CA, 91403
Business Description: John R. Carter Corporation provides investment and financial planning advice to clients who demand ....
- He'e Nalu Investing, Inc.; Santa Monica, CA, 90401
Business Description: Our firm seeks the best returns possible for our clients in alignment with our clients’ investment g....
- WESCAP Group; Burbank, CA, 91502
Business Description: WESCAP Group is an independent Registered Investment Advisory firm offering investment management an....
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Additional details on Raul T.'s request for Financial Planner in San Antonio, TX
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Raul T., looking for Financial Planners in San Antonio, TX. |
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Details: My Brother-in-law who has approximately $**k in a ***K. Does not know what to do with it. He had $**K, now he has **K because of the stock market crash. It is really hard to know what direction to take as he and my sister are in their **'s and she is a cancer patient, so that does take a lot of his focus understandably but he does not want the ***K to keep losing, is not sure should he pull funds and pay off house at this point? Would it be a better move? Is there something to roll it into that will make gains? What penalties would there be, if any, if anyone can advise him on what to do, would greatly appreciate it. Please inform us on the fees as well for your help, Thank You
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Matched To:
- Cutting Edge Financial LLC; San Antonio, TX, 78229
Business Description: Cutting Edge Financial LLC is a financial planning
firm founded in 2000 and based in the San Anto....
- Shipman and Associates; San Antonio, TX, 78230
Business Description: My primary business model is education. Contrary to public perception, financial planning is consid....
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