Find a Financial Planner in Vestavia Hills, AL

 

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We Only Work With The Best Vestavia Hills 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 Vestavia Hills, AL


  • Financial Advisor Close to Vestavia Hills, AL

  • 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 Vestavia Hills Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Vestavia Hills area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Vestavia Hills is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.2% of Vestavia Hills'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 Vestavia Hills area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Vestavia Hills area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Vestavia Hills area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Vestavia Hills area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Alabama has unique laws defining which actions trigger a taxable event and has the 11th 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 Vestavia Hills 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 Vestavia Hills 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 Vestavia Hills, AL


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 Vestavia Hills, AL

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

  • Population: 34,307
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $379,400
  • Average Monthly Housing Cost: $1,533
  • Average Household Income: $151,691
  • Alabama Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • Alabama Property Tax: 1.41% (Lowest in U.S.)
  • Alabama Individual Income Tax: 1.96% (16th Lowest in U.S.)
  • Alabama Sales and Excise Tax: 4.08% (12th Highest in U.S.)


The Top Financial Advisor Firms in Vestavia Hills, AL


SUNBURST FINANCIAL GROUP, LLC

Website

(205) 823-4949

600 Vestavia Parkway
Suite 100
Vestavia Hills, AL 35216

SEC#: 801-107720
Years in Business: 5 years

RFG ADVISORY, LLC

Website

(205) 397-2450

1400 Urban Center Drive
Suite 475
Vestavia Hills, AL 35242

SEC#: 801-79153
Years in Business: 7 years