Find a Financial Planner in Zephyr Cove, NV

 

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We Only Work With The Best Zephyr Cove 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 Zephyr Cove, NV


  • Financial Advisor Close to Zephyr Cove, NV

  • 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 Zephyr Cove Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Zephyr Cove area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Zephyr Cove 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.
60.4% of Zephyr Cove's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Zephyr Cove area can create a custom plan and walk with you each step of the way.
In the Zephyr Cove area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Zephyr Cove area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Zephyr Cove 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. Nevada has unique laws defining which actions trigger a taxable event and has the 22nd 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 Zephyr Cove 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 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 Zephyr Cove area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Zephyr Cove, NV


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 Zephyr Cove, NV

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

  • Population: 434
  • % of Population 62 Years and Over: 60.4%
  • Average Home Value: $750,000
  • Average Monthly Housing Cost: $1,404
  • Average Household Income: $114,585
  • Nevada Total Tax Burden: 8.23% (22nd Lowest in U.S.)
  • Nevada Property Tax: 2.12% (9th Lowest in U.S.)
  • Nevada Individual Income Tax: 0.00% (Lowest in U.S.)
  • Nevada Sales and Excise Tax: 6.11% (2nd Highest in U.S.)


The Top Financial Advisor Firms in Zephyr Cove, NV


PALISADE INVESTMENTS, LLC

Website

(775) 299-4600

625 Highway 50
Suite 301
Zephyr Cove, NV 89448

SEC#: 801-80001
Years in Business: 7 years