Fiduciary Financial Advisors 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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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

 

Meet With An

Independent Financial Advisor For Seniors


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 Seniors


$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 Seniors?


A personal financial advisor is a money management expert that can help you organize, optimize, and systematize your finances. They are professionals with experience in multiple high-level financial areas and intimate knowledge of the unique financial needs of their clients. Their job is to help you realize your financial goals.

If you are a senior, a financial advisor can be an especially valuable resource. Particularly if you are recently retired or preparing for retirement soon, a financial advisor can provide you with a strong safety net and steady income for the next stage of your life. Financial advisors are also expert planners, and can map out a roadmap for your future taxes and deductions, estate, life transitions, and more.

Questions Seniors Should Ask Their Financial Advisor


Are you a fiduciary?

This is a crucial question whether you are a senior or not. Fiduciaries are a class of professionals that have a specific ethical obligation to their clients. Non-fiduciaries sometimes abuse their unregulated status to take advantage of unwary clients. Make sure your advisor doesn’t just seem trustworthy, but that they have the certification to prove it.

How can you make sure I have income later in life?

If you are retired or nearing retirement, you want to make sure that you have new money coming to you steadily, ideally for the remainder of your life. A retirement account is the most common way to achieve this, but your advisor should have other ideas as well.

How much will using your services cost?

Be sure to have a thorough understanding of the monetary sacrifice required to use your advisor. They will require an initial investment, as well as fees. You will also likely not see returns right away, at least not enough to exceed the costs. Talk to your advisor about the realistic cost.

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.

Besides seniors, our financial advisors are also qualified to help the following with their finances:

  • Retirees
  • Working seniors

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Seniors

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.