Tampa-Orlando Fee Only Financial Advisor
There are times when consulting with a well-qualified professional can be a savvy move, usually around major transitions like retirement.
It can pay to get a financial blueprint or informed guidance to help in make decisions in the shift to another stage of life.
Is a fee-only Financial Advisor right for you?
The main advantage of hiring a fee-only Financial Advisor is that the payment system is more transparent than other systems.
This means that you will always know how much you’re paying for financial advice, and your planner is less likely to have a conflict of interest.
The hourly fee typically is in the $150 to $300 an hour range. The cost will be depending on how simple or complicated your finances situation is. But considering the stakes it can be money well spent.
A fee-only financial advisor is usually a fiduciary, or person who is entrusted with your valuable assets. The fiduciary is expected to act in the best interest of the client and not solely as a way of just making a profit. They are expected to be legal and ethical during the financial relationship. The typical broker does not act as a fiduciary and is held to a much lower standard.
When you interview a potential financial advisor, you’ll want a clear explanation from the advisor what they’ll do for you, and at what cost.
Some planners will give you a big book filled with analysis, charts and options.
Others prefer producing shorter guides, focusing more on the conversation, something of a more organic approach.
You should know what to expect. I’d also find out what is the cost of a return visit. A year from now you may have accumulated additional questions.
Mintco Financial Fee Only Financial Advisors
It’s your money… and your peace of mind. We understand that.
You’ve worked hard for your money, so controlling your risks and minimizing taxes is important.
We know that your financial objectives are very personal, so we’ll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments.
The more you know about financial planning, the more likely you are to reach your financial goals, and we’re here to help you do that.
We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that’s critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance.
And we’ll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.
To have an idea of our fees please click HERE!
Call us at 813-964-7100
Email us at firstname.lastname@example.org