Find a Financial Planner in Coral Springs, FL

 

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We Only Work With The Best Coral Springs 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 Coral Springs, FL

  • Financial Advisor Close to Coral Springs, FL

  • 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 Coral Springs Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Coral Springs area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Coral Springs include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
15.0% of Coral Springs'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 Coral Springs area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Coral Springs area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Coral Springs area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Coral Springs area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Coral Springs area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Coral Springs area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Coral Springs, FL

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 Coral Springs, FL

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

  • Population: 132,568
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $357,600
  • Average Monthly Housing Cost: $1,622
  • Average Household Income: $98,671
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Coral Springs, FL


PERSONAL FINANCIAL PROFILES INC

Website

(954) 755-8647

2801 University Dr
Ste 201B
Coral Springs, FL 33065

SEC#: 801-78068
Years in Business: 8 years

KANEN WEALTH MANAGEMENT LLC

Website

(631) 863-3100

5850 Coral Ridge Drive
Suite 309
Coral Springs, FL 33076

SEC#: 801-116998
Years in Business: 2 years

FIDUCIARY PLANNING, LLC

Website

(610) 399-1500

3111 North University Drive
Suite 404
Coral Springs, FL 33065

SEC#: 801-116818
Years in Business: 2 years

FUSION ANALYTICS INVESTMENT PARTNERS LLC

Website

(954) 345-2888

7301 Wiles Road
Suite 104
Coral Springs, FL 33067

SEC#: 801-71058
Years in Business: 11 years