Free analysis of your financial position and issues you may need to address. Find out how much you can save through smarter tax and investment management. Yours for free. Standard cost may reach Hundreds of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $195. Standard cost may reach Thousands of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $99. Standard cost may reach Thousands of Dollars.

 

Schedule a private call with your own financial advisor. Walk through your financial plan, and get further advice for implementation. Pay the lowest cost available for top expert advice.

‘Fiduciary’ means the advice you get from us has only one set of priorities and benefits: your own. Financial planning based on our service is guaranteed to be free of any hidden commercial and third party incentives: we do not sell you financial products or packages, nor do we receive commissions from any financial-services company or organization. All our advisors are bound by that professional oath, like your attorney would be, for example.

We are confident that you will be completely satisfied with the exceptional value that our services provide. Nevertheless, if for any reason you are not satisfied, all of our services carry a full money-back, no questions asked guarantee.

This term refers to the method of compensation for the financial planner. "Fee-only" planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. "Fee-only" planners believe there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.

This service is registered with the Securities and Exchange Commission (SEC) under our formal name FinancialAdvice4Me LLC. You can find us on the SEC website at: www.adviserinfo.sec.gov. As RIA's our business is regulated. All companies registered as Investment Advisors with the SEC receive fees - not commissions.

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

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In The News

Jason Zweig - Will Online Financial Planning Catch On? Wall Street Journal (August 7, 2010)

 

Jay Lillie - Top Financial Planners, American Chronicle (February 18, 2010)

"Humberto Cruz - Savings Game"
Nationally syndicated financial column of Tribune Media Services carried by 70+ newspapers
The Salt Lake Tribune (Utah, August 21, 2009)
Akron Beacon Journal (Ohio, August 23, 2009)
Daily Press (Virginia, August 23, 2009)
WHO-TV (Iowa, August 23, 2009)
WHNT-TV  (Alabama, August 23, 2009)
KIAH-TV (Texas, August 23, 2009)

Chicago Tribune (Illinois, August 25, 2009)

Fox 5 San Diago (California, August 25, 2009)
The State Journal-Register (Illinois, August 25, 2009)
The Arizona Star (Arizona, August 26, 2009)
WQAD-TV (Iowa, August 26, 2009)
LaCross Tribune (Wisconsin, August 30, 2009)
Orlando Sentinal (Florida, August 26, 2009)
The Boston Globe (Massachusetts, August 28, 2009)

“Financial Advisers’ Best Ideas” (Online Slide Show)
Business Week
February 20, 2009
By: Karyn McCormack and Lauren Young
Read Article