Find a Financial Planner in Plantation, FL

 

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We Only Work With The Best Plantation 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 Plantation, FL


  • Financial Advisor Close to Plantation, 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 Plantation Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Plantation area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
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 Plantation is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.3% of Plantation's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Plantation area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Plantation 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 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 Plantation 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. Financial advisors in the Plantation 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 involves working with an attorney or financial advisor in the Plantation 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 Plantation area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 93,449
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $344,300
  • Average Monthly Housing Cost: $1,621
  • Average Household Income: $98,704
  • 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 Plantation, FL


MG&A WEALTH

Website

(954) 289-9000

8151 Peters Road
Suite 3200
Plantation, FL 33324

SEC#: 801-108236
Years in Business: 4 years

LWM ADVISORY SERVICES, LLC

Website

(954) 474-7100

1250 S. Pine Island Road
Suite 350
Plantation, FL 33324

SEC#: 801-80096
Years in Business: 7 years

TOBIAS FINANCIAL ADVISORS

Website

(954) 424-1660

1000 S. Pine Island Road
Suite 450
Plantation, FL 33324

SEC#: 801-33972
Years in Business: 32 years

NORTHSTAR FINANCIAL PLANNERS, INC.

Website

(954) 693-0030

1250 S. Pine Island Road
Suite 275
Plantation, FL 33324

SEC#: 801-79605
Years in Business: 7 years