Fiduciary Financial Advisors in Belmont Shore

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor In Belmont Shore


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor in Belmont Shore


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor in Belmont Shore Help You?


al Advisors help clients manage their money and make decisions about what to do with that money.

This can include investing, but financial advisors can help clients in many other ways as well such as insurance policy advice and estate planning.

The financial advisor provides a personal evaluation of a client’s financial health and a uniquely tailored strategy for what to do in the future.

Most personal or traditional financial advisors will then remain in contact with clients to advise and update them as investments and insurance policies play out.

Some financial advisors are not even human, but instead robo-advisors.

Robo-advisors spew automated financial advice, usually investment advice, depending on what the client inputs.

However, people who want someone to help them manage their savings beyond just some general investment strategy should opt for a traditional financial advisor who can personally service them.

Questions To Ask Your Belmont Shore Financial Advisor


What are yourqualifications?

  • Financial advisors must have a bachelor’s degree and several licenses to practice in their vocation.

    However, many opt to add even more certifications to boost their resume and focus on areas of expertise. These may include a master’s degree or a Certified Financial Planner (CFP) certificate.

  • Are you a Fiduciary?
  • A fiduciary is always recommended over a non fiduciary because a fiduciary’s financial gain is tied to that of his or her clients, thus the advisor is always incentivized to do what is in the client’s best interest.

    Non fiduciary financial advisors can take commissions for hawking certain products to their clients that may not be in their best interests.

  • How will you get paid?
  • Most customers prefer a fee-only payment model for financial advisors as that makes it easier to see exactly what they are paying. Financial advisors will typically charge a percentage of the assets that they manage for the client, such as 0.5% or 1%.
  • Find A Fee-Only Financial Advisor Near Belmont Shore

    Connect With a Financial Advisor

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    Now you can explore what service is best for you.
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    Top Financial Advisors Serving Belmont Shore

    Belmont Shore is a Long Beach neighborhood located along a stretch of the Pacific coast. It is home to many popular restaurants and other local commercial landmarks, especially along the beach. The many clubs, coffeehouses, and restaurants make for a lively nightlife for this area. It is most famous for its active sailing and windsurfing scene, as it hosts one of the most popular sailing contests in the world. This is because the beachhead at Belmont Shore experiences very little surf, making it a less popular place for beach going compared to Seal Beach, which lies directly to the south. Belmont Shore is also home to the Belmont Shore Car Show, an annual one-day car show among the largest in the United States.

    When Do You Want To Retire?


    How far away is your dream life?

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    FAQs About Certified Financial Advisors In Belmont Shore

    Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.

    Financial advisors help clients improve their financial health and make progress towards their savings goals.

    It depends on how much you have in savings and how much you can put towards savings every month.

    Research not just what other clients say about advisors in your area but also what their qualifications are.