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The-Adviser.com and our network of independent Fee-Only Financial Advisers recognizes that every individual has unique circumstances and objectives. Accordingly, there is simply no substitute for professional and personal advice from a professional financial planner and money manager. That's why thousands of investors are telling their friends about The-Adviser.com, America's Fastest Growing Independent Advisory Firm. When you work our network of independent Fee-Only Financial Advisers, all of whom are CPA's or CFP's, personally guide you through the investment planning process. They customize the planning process to your exact need and sophistication. Because they do not sell any proprietary investment products, you will have peace of mind knowing that recommendations were made for your benefit and not because they will receive a sales commissions. Their objective and candor approach will provide you with a refreshing viewpoint. If you are planning for your retirement, your Financial Adviser will work with you to develop a personal financial model, including an ideal retirement living expense projection to determine your income needs. Complex estate and income tax rules are considered to verify how best to withdraw funds from your various accounts. Finally, beneficiary designations and trusts are considered to protect the accounts from high taxation. As part of this service, your Financial Adviser will help you provide clear, concise answers to your questions including the following:
Your Financial Adviser will provide you with a specific asset mix that is right for you and you will also receive specific Buy-Sell-Hold recommendations that are designed to help you achieve your financial goals, obtain superior investment returns and save taxes. Although your exact fee will be based on your individual financial situation and the complexity of the financial plan, fees for this service generally range from $1,000 to $3,500. Payments on the plan are made as the work is performed and presented to you. Call 1-800-ADVISER now or click here to begin the application process
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