Find a Financial Planner in Casper, WY

 

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We Only Work With The Best Casper Financial Advisors

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

 

Our Process for Choosing
An Independent Financial Advisor in Casper, WY

  • Financial Advisor Close to Casper, WY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Casper Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Casper area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Casper is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.9% of Casper's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Casper area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Casper area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Casper area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Casper area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Wyoming has unique laws defining which actions trigger a taxable event and has the 3rd lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Casper area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Casper area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Casper, WY

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

Vanguard

$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.

Find a Fee-Only Financial Planner Near Casper, WY

We evaluated over 13,000 RIA firms to bring you the best of the best Casper financial advisors.
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How Retirement-Friendly is Casper, WY?

  • Population: 58,446
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $204,400
  • Average Monthly Housing Cost: $935
  • Average Household Income: $79,221
  • Wyoming Total Tax Burden: 6.14% (3rd Lowest in U.S.)
  • Wyoming Property Tax: 3.33% (15th Highest in U.S.)
  • Wyoming Individual Income Tax: 0.00% (Lowest in U.S.)
  • Wyoming Sales and Excise Tax: 2.81% (11th Lowest in U.S.)


The Top Financial Advisor Firms in Casper, WY


PINNACLE WEST ASSET MANAGEMENT INC

Website

(307) 235-3300

152 N. Durbin Street
Suite 400
Casper, WY 82601

SEC#: 801-40271
Years in Business: 29 years

MUTUAL ADVISORS, LLC

Website

(307) 439-6357

1551 Three Crowns Drive
Suite 100
Casper, WY 82604

SEC#: 801-78089
Years in Business: 7 years