Find a Financial Planner in Sunny Isles Beach, FL

 

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We Only Work With The Best Sunny Isles Beach 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 Sunny Isles Beach, FL

  • Financial Advisor Close to Sunny Isles Beach, FL

  • 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 Sunny Isles Beach Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Sunny Isles Beach area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Sunny Isles Beach can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
28.9% of Sunny Isles Beach'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 Sunny Isles Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Sunny Isles Beach area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Sunny Isles Beach area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Sunny Isles Beach area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Sunny Isles Beach area. Typically, it 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Sunny Isles Beach area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Sunny Isles Beach, FL

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 Sunny Isles Beach, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Sunny Isles Beach financial advisors.
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How Retirement-Friendly is Sunny Isles Beach, FL?

  • Population: 21,942
  • % of Population 62 Years and Over: 28.9%
  • Average Home Value: $367,000
  • Average Monthly Housing Cost: $1,525
  • Average Household Income: $96,435
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Sunny Isles Beach, FL


NOVEL CAPITAL MANAGEMENT ADVISORS, LLC

Website

(212) 937-5921

18911 Collins Avenue
#1201
Sunny Isles Beach, FL 33160

SEC#: 801-119853
Years in Business: 0 years

INVESTPLEX LLC

Website

(305) 318-4491

17555 Collins Avenue
Suite 1708
Sunny Isles Beach, FL 33160

SEC#: 801-107808
Years in Business: 5 years