Fiduciary Financial Advisors For Those On Social Security

 

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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 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

 

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Independent Financial Advisor For Those On Social Security

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 Those On Social Security

$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 Those On Social Security?

Personal financial advisors are financial professionals who can help you secure, multiply, and diversify your wealth. They provide advice, planning, and management that incorporates any and all areas of your financial life that imparts both general and specific improvements to realize greater success over time. Their ultimate aim is to help you reach your financial goals.

  • Financial advisors can help with all of the following:
  • Planning for retirement
  • Planning your taxes
  • Planning your estate
  • Asset management
  • Investment management
  • Debt management and reduction
  • Evaluating financial decisions and offering further insight

Questions Those On Social Security Should Ask Their Financial Advisor

How can you help me get the most from my social security?

If your main source of income is from social security, an advisor can help you get the most from your money. They can help you maximize your income and keep it secure for the future.

Are you a fiduciary?

Fiduciaries are a specific class of financial professionals that have a regulated ethical responsibility to their clients. You should only ever trust your money to a fiduciary.

What service do you offer?

Many advisors can accommodate and offer a range of financial services, but not all of them can offer everything you are looking for. Especially if you have some specific services in mind, make sure your advisor is qualified to handle what you need.

Find A Fee-Only Financial Advisor For Those On Social Security

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 Those On Social Security

Financial advisors are money management experts that can help you get your finances on track. They have high-level experience, training, and knowledge about all the complexities and vagaries of the market, and many also have special insight into the unique needs of different demographics.

Our advisors have years of experience helping clients maximize their social security. If you feel that your finances are becoming too complex and difficult to manage on your own and are concerned that you could be getting more from your social security, our advisors can help.

Besides those on social security, our advisors are also qualified to help the following:

  • Retirees
  • Seniors

When Do You Want To Retire?

How far away is your dream life?

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Other Resources On
How To Choose a Financial Advisor For Those On Social Security

What is the Value of Partnering with a Financial Advisor?

How to Choose a Financial Advisor

Questions to Ask Your Financial Advisor

FAQs About Certified Financial Advisors For Those On Social Security

Financial advisors are able to accommodate many different pay structures, depending on your needs and limitations. Most commonly they charge a percentage of your assets under management, but your advisor may accept a flat rate or hourly fee structure instead.
Financial advisors help you get the most out of your money. They are qualified to oversee and manage a range of financial vehicles that work together to bring you additional income, reduce your debts, and secure a prosperous financial future.
If you have any friends or family on social security that use an advisor, asking them for a recommendation is a good place to start. Otherwise, the internet is a great place to find and compare many different firms and individuals quickly.
Once your returns exceed your advisor’s cost, they may simply withhold their salary, saving you both the trouble of a transaction. Until then, they may ask you to pay directly through check, money transfer, or another method.