Find a Financial Planner in Punta Gorda, FL

 

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We Only Work With The Best Punta Gorda 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 Punta Gorda, FL


  • Financial Advisor Close to Punta Gorda, 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 Punta Gorda 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 Punta Gorda 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 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 Punta Gorda can include managing client retirement accounts, investments, tax plans, and more.
58.8% of Punta Gorda'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 Punta Gorda 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 Punta Gorda 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 Punta Gorda area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Punta Gorda area who determine what breaks are available to you to minimize your tax payments. 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 Punta Gorda 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 Punta Gorda 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 Punta Gorda, 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 Punta Gorda, FL

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

  • Population: 19,571
  • % of Population 62 Years and Over: 58.8%
  • Average Home Value: $369,600
  • Average Monthly Housing Cost: $967
  • Average Household Income: $88,891
  • 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 Punta Gorda, FL


LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT

Website

(941) 391-8000

252 West Marion Avenue
Suite 200
Punta Gorda, FL 33950

SEC#: 801-113500
Years in Business: 2 years