Fiduciary Financial Advisors For Seniors

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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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Seniors

  • Financial Advisor Close to Seniors

  • 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

The Value Of A Retirement Financial Advisor For Seniors

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 Advisor For Seniors

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Top Financial Advisors Serving Seniors

Financial advisors are money management professionals that can help you secure, multiply, and diversify your finances. They come with many advantages; they provide advice, guidance, and management of unparalleled quality, keeping your money safe; they have deep intuition into market trends and a sensitivity to your needs as a client; and chiefly, they free up your time so that you can enjoy life without the unnecessary stress of managing money.

If you are a senior, a financial advisor can be an especially good idea. They can ensure that you have a steady stream of reliable income, even long after your retirement. Financial advisors are even able to secure a fund that can be passed down to future generations. If you have financial goals that you haven’t yet met on your own, an advisor can help you get there.


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Seniors Financial Advisor FAQs

Financial advisors typically charge a percentage of your assets under management as a fee, usually between 0.25% and 1%. You can also ask your advisor if they can accommodate a flare rate or hourly fee structure.

A financial advisor qualified to help seniors can help you boost your retirement account or prepare for retirement, plan your estate, prepare for upcoming life transitions, and more. Their job is to make sure that your life after work is as financially stable as possible.

Financial advisors are a fantastic resource to double-down on your financial security. As a senior, especially if you are retired, an advisor can make sure that your money stays secure and continues to provide a stable source of income.

If you know any fellow seniors that use an advisor, asking for recommendations is a good place to start. Besides that, the internet is the next best place to see all your options and make quick comparisons.


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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.