Find a Financial Planner in Sheridan, WY

 

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We did the hard work of finding trustworthy partners in Sheridan, WY.

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We Only Work With The Best Sheridan 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 Sheridan, WY


  • Financial Advisor Close to Sheridan, WY

  • 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 Sheridan Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Sheridan area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
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 Sheridan can include managing client retirement accounts, investments, tax plans, and more.
22.8% of Sheridan's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Sheridan area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Sheridan area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Sheridan area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Sheridan area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Wyoming has unique laws defining which actions trigger a taxable event and has the 3rd 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Sheridan area, 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 is a good way to make high-interest debts more manageable. Advisors in the Sheridan 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 Sheridan, WY


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 Sheridan, WY

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

  • Population: 17,844
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $234,100
  • Average Monthly Housing Cost: $874
  • Average Household Income: $72,625
  • Wyoming Total Tax Burden: 6.14% (3rd Lowest in U.S.)
  • Wyoming Property Tax: 3.33% (15th Highest in U.S.)
  • Wyoming Individual Income Tax: 0.00% (Lowest in U.S.)
  • Wyoming Sales and Excise Tax: 2.81% (11th Lowest in U.S.)


The Top Financial Advisor Firms in Sheridan, WY


FRONTIER ASSET MANAGEMENT, LLC

Website

(307) 673-5675

50 East Loucks Street
Suite 201
Sheridan, WY 82801

SEC#: 801-60047
Years in Business: 20 years

CYPRESS CAPITAL MANAGEMENT, LLC

Website

(307) 674-1770

312 Whitney Lane Suite 1A

Sheridan, WY 82801

SEC#: 801-62811
Years in Business: 17 years