Top Financial Advisors for Financial Planning
Financial planning is an essential service that provides personalized advice and strategies to help individuals and businesses achieve their financial goals. Through comprehensive budgeting, effective saving, informed investing, and prudent risk management, financial planners create tailored roadmaps for financial success.
Expert financial planners work closely with clients to assess their current financial situations, understand their aspirations, and outline actionable steps to reach those goals. This process often includes evaluating investment options, retirement savings strategies, and insurance needs to protect against unforeseen events.
Expert financial planners work closely with clients to assess their current financial situations, understand their aspirations, and outline actionable steps to reach those goals. This process often includes evaluating investment options, retirement savings strategies, and insurance needs to protect against unforeseen events.
Works with clients around the world
Requirements:
$500,000 Minimum Income, $500,000 Minimum Investment
Sozo enables families to dream, define and experience life on purpose.
Financial Planning
Insurance/Risk Management
Retirement Planning
Trust Services
Estate Planning
Specialities
High Net Worth Individuals
Qualified Small Business Stock Holder
SMB Owners
Solopreneurs
Ultra High Net Worth Individual
0.20%-2.00%of AUM fee
Works with clients across the US
Requirements:
$50,000 Minimum Investment
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
401(k) & IRA Management
Asset Allocation
College/Education Planning
Wealth Management
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Financial Planning
Family Wealth Transfer
Exit Planning
Estate Planning
Education Planning
Cash Flow Planning
Alternative Investments
Business Succession Planning
Charitable Giving
Debt Management
ESG/Impact Investing
Executive Compensation
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management
Stock Option Planning
Trust Services
Specialities
$0-$250,000Flat Fee
Works with clients across the US
Requirements:
$250,000 Minimum Income, $500,000 Minimum Investment
We specialize in helping high-net-worth families navigate the complexities and risks of growing wealth by having a customized Firm Foundation Wealth Strategy™.
401(k) & IRA Management
Alternative Investments
Estate Planning
Financial Planning
Insurance/Risk Management
Asset Allocation
Family Wealth Transfer
Investment Management
Liquidity & Exit Planning
Portfolio Management
Wealth Management
Tax Strategy
Stock Option Planning
Business Succession Planning
Charitable Giving
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Financial Advice & Coaching
Executive Compensation
Risk Management
Exit Planning
Education Planning
College/Education Planning
Insurance Planning
Life Transition Planning
Specialities
0.50%-1.00%of AUM fee
Works with clients around the world
Requirements:
$150,000 Minimum Income, $350,000 Minimum Investment
Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.
Cash Flow Planning
Estate Planning
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Charitable Giving
College/Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Specialities
$4,000-$10,000One-Time Planning Fee
Works with clients across the US
Requirements:
$2,000,000 Minimum Investment
I'm a fee-only, fiduciary financial advisor focused on retirement planning for women.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.
You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com
I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.
You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com
I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
401(k) & IRA Management
Asset Allocation
Cash Flow Planning
Charitable Giving
College/Education Planning
Education Planning
Debt Management
Financial Advice & Coaching
Financial Planning
Insurance Planning
Investment Management
Life Transition Planning
Retirement Planning
Portfolio Rebalancing
Portfolio Management
Pension Planning
Social Security Planning
Wealth Management
Tax Strategy
Risk Management
Specialities
-Flat Fee
Works with clients across the US
Requirements:
$750,000 Minimum Income
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
401(k) & IRA Management
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Real Estate Advisory
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Specialities
$12,000-$25,000One-Time Planning Fee
Frequently AskedQuestions
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
