Find a Financial Planner in Henderson, NV

 

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We did the hard work of finding trustworthy partners in Henderson, NV.

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We Only Work With The Best Henderson 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 Henderson, NV


  • Financial Advisor Close to Henderson, NV

  • 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 Henderson Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Henderson area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Henderson can include managing client retirement accounts, investments, tax plans, and more.
23.3% of Henderson'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 Henderson area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Henderson area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Henderson area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Henderson area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Nevada has unique laws defining which actions trigger a taxable event and has the 22nd 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Henderson area, 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 is a good way to make high-interest debts more manageable. Advisors in the Henderson 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 Henderson, NV


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 Henderson, NV

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

  • Population: 300,116
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $320,200
  • Average Monthly Housing Cost: $1,331
  • Average Household Income: $99,631
  • Nevada Total Tax Burden: 8.23% (22nd Lowest in U.S.)
  • Nevada Property Tax: 2.12% (9th Lowest in U.S.)
  • Nevada Individual Income Tax: 0.00% (Lowest in U.S.)
  • Nevada Sales and Excise Tax: 6.11% (2nd Highest in U.S.)


The Top Financial Advisor Firms in Henderson, NV


CAPSTONE CAPITAL

Website

(702) 433-7588

2600 Paseo Verde Parkway
Suite 150
Henderson, NV 89074

SEC#: 801-108040
Years in Business: 4 years

WEST RIDGE ADVISORS

Website

(702) 547-9483

1528 W. Warm Springs rd #120

Henderson, NV 89014

SEC#: 801-118247
Years in Business: 1 years

DIGITAL ALPHA ADVISORS, LLC

Website

(408) 660-7014

3535 Executive Terminal Drive, Suite 110

Henderson, NV 89052

SEC#: 801-117092
Years in Business: 1 years