Fiduciary Financial Advisors For Lottery Winners

 

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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

 

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Independent Financial Advisor For Lottery Winners


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 For Lottery Winners


$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 Help Lottery Winners?


Personal financial advisors are financial professionals that can help you secure, multiply, and diversify your wealth. They can provide advice, planning, and even active management. Financial advisors are essential resources utilized by a variety of people to help them get the most out of their money. As such, they can be especially helpful for lottery winners.

If you have recently come into a significant sum of money but have no idea how to make use of it, a financial advisor may be right for you. Many lottery winners end up losing their fortune quickly; a financial advisor can help you invest your money into a diversified portfolio, retirement account, mutual funds, and more to make sure that it grows safely and steadily.

Find A Fee-Only Financial Advisor For Lottery Winners

Connect With a Financial Advisor

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Top Financial Advisors Serving Lottery Winners

If you have recently won the lottery, congratulations. You are probably now wondering what the best use of your newfound wealth may be. If you want to make sure that your winnings are safe and will continue to be a steady source of income, then you may want to consider using a financial advisor.

Financial advisors can help you invest your money strategically so that it continues to provide steady returns whose value will, over time, far exceed that of your initial winnings.

Our advisors are not only qualified to assist lottery winners, but also those in the following situations:

  • Investing an inheritance, gift, or another sum of money
  • Those seeking financial assistance

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Lottery Winners

Generally, financial advisors charge a fee of 0.25% to 1% of your total assets under management. Many will also accommodate a flare rate or hourly fee structure, which may be preferable for lottery winners.
Financial advisors are professionals with expertise in money management. They can help you plan your finances for the future, advise you on investing, retirement, estate planning, and even manage an investment portfolio or retirement account.
If you happen to have any friends or family who have financial advisors, the easiest way to find someone trustworthy is to ask them for recommendations. If you don’t know anyone who can guide you, the internet is the next best and most common place to look.
A financial advisor is definitely a good resource to have if you are a lottery winner. Statistics have shown that the majority of lotto winners quickly return to their original financial status because they spend money in a way that depletes rather than multiplies it. A financial advisor can help you get the most from your money.