Best Fee Only Financial Advisor Buffalo NY 2023

Best Fee Only Financial Advisor Buffalo NY 2023

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Mintco Financial is an independent financial advisory firm located in Buffalo, NY and Tampa, Florida that offers you objective financial advice by the hour, as you need it.

Financial Planning is a discipline which integrates all areas of personal finance, including planning for education, retirement, investment, taxes, insurance, and your estate.

We work with individuals and families to help them define their financial goals and develop strategies for reaching those goals.

Mintco Financial operates much like a dentist’s or accountant’s practice.

Clients call or visit when they have a need, and they pay for the time spent working on their specific financial strategy.

There are no long-term contracts or retainer agreements.

This hourly fee approach gives you the flexibility to schedule just a financial check-up and/or get a second opinion, if that is all you need.

How  can Mintco Financial Team of Independent Financial Advisors help you?

  • How do I know if I am saving enough for retirement?
  • My wife and I are thinking about starting a family.  Can we afford her staying home with our new baby?
  • Do I need a will?
  • Am I saving money in the right accounts for my situation?
  • When should I start saving for my children’s college education?
  • I just inherited a large sum of money. What do I do?
  • One of my parents just passed away. How do I handle their investment assets?
  • I am hearing rumors that my company is going to start offering early retirement packages in lieu of laying off employees. How do I know if early retirement is something that I can entertain?
  • Am I utilizing tax strategies wisely?

These types of topical or situational questions can be the motivations for you to pursue financial planning services, and with good reason.

A thorough financial planning analysis will explore issues like this, as well as some which you may not have considered.

Each individual has their own set of circumstances to consider.

Through working together to establish goals while collecting and analyzing data, you can be armed with the information to make sound decisions for your future.

In many ways a financial planner is like a personal trainer for your financial health.

Achieving financial fitness -just like physical fitness- requires a good plan and regular attention.

To accomplish this task, we can help you develop a comprehensive financial plan tailored to the needs of your particular situation, including a detailed breakdown of how your financial picture may develop in the future.

A fee-only financial advisor is a financial professional who offers their services solely for a fee paid by the client, without receiving any commissions or compensation from third parties like investment products or insurance companies. This fee structure is designed to minimize potential conflicts of interest, as the advisor’s recommendations are not influenced by commissions they might earn from specific financial products. Fee-only advisors typically provide objective and unbiased financial advice tailored to the client’s needs and goals.

Mintco Financial, located in Buffalo, NY, is a premier independent financial advisory firm that specializes in offering fee-only financial advice and services. Their approach revolves around providing objective and personalized guidance to individuals and families. Here’s how Mintco Financial can help you:

  1. Objective Financial Advice: Mintco Financial operates on an hourly fee basis, ensuring that you receive financial advice that is tailored to your unique situation and goals. They do not earn commissions from financial products, ensuring that their recommendations are solely focused on your best interests.
  2. Personalized Financial Planning: Whether you’re looking to plan for retirement, invest wisely, manage taxes, secure insurance coverage, or navigate estate planning, Mintco Financial’s team of experts collaborates with you to define your financial objectives and crafts strategies to help you achieve them.
  3. Flexibility and Accessibility: Similar to seeking professional guidance from a dentist or accountant, Mintco Financial is available to assist you when you need it. There are no long-term contracts or retainer agreements, giving you the freedom to seek financial check-ups or second opinions as required.
  4. Comprehensive Guidance: Mintco Financial can address a wide range of financial questions and scenarios. Whether you’re concerned about retirement savings, family planning, wills, taxes, inheritance, or career transitions, their experienced advisors are equipped to provide insights and strategies tailored to your needs.
  5. Empowerment and Education: Beyond offering immediate solutions, Mintco Financial aims to empower you with the knowledge and tools needed to make informed financial decisions. This approach helps you take control of your financial future.
  6. Collaborative Approach: Mintco Financial partners with you to understand your financial landscape thoroughly. By collecting and analyzing data, they assist you in establishing clear goals and crafting a comprehensive financial plan that aligns with your aspirations.

In essence, Mintco Financial is committed to delivering high-quality fee-only financial advisory services that prioritize your financial well-being. With their expertise and client-centric approach, they aim to help you navigate the complexities of personal finance, ensuring your financial goals are well-defined, strategic, and achievable.

Call or email us today to set up a free, no-obligation Get Acquainted Meeting!

Call us 716-565-1300

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