Find a Financial Planner in Southport, CT

 

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We Only Work With The Best Southport 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 Southport, CT

  • Financial Advisor Close to Southport, CT

  • 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 Southport Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Southport 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 planners in Southport offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
34.5% of Southport'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 Southport 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 Southport 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 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 Southport area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Southport 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. Connecticut has unique laws defining which actions trigger a taxable event and has the 5th highest 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 Southport 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Southport area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Southport, CT

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 Southport, CT

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

  • Population: 1,661
  • % of Population 62 Years and Over: 34.5%
  • Average Home Value: $690,200
  • Average Monthly Housing Cost: $2,467
  • Average Household Income: $310,831
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)


The Top Financial Advisor Firms in Southport, CT


WESTPORT ASSET MANAGEMENT INC

Website

(203) 227-3601

732 Kings Highway West

Southport, CT 06890

SEC#: 801-21845
Years in Business: 37 years

CHARTER RESEARCH & INVESTMENT GROUP INC

Website

(203) 259-4004

2507 Post Road

Southport, CT 06890

SEC#: 801-37458
Years in Business: 30 years

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

Website

(203) 254-2333

368 Center Street

Southport, CT 06890

SEC#: 801-68863
Years in Business: 13 years

STORMFIELD CAPITAL, LLC

Website

(203) 762-6095

200 Pequot Avenue

Southport, CT 06890

SEC#: 801-118412
Years in Business: 1 years

ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.

Website

(203) 256-9326

2960 Post Road

Southport, CT 06890

SEC#: 801-55132
Years in Business: 23 years