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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Good Debt vs. Bad Debt

Good debt, like a 30-year fixed rate mortgage and student loans, helps you build wealth.  Your house and education will grow in value as the debt disappears.  Bad debt, like interest on credit cards and consumer loans, destroys wealth.

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Issues with Traditional Asset Allocation models
Traditional Asset Allocation models are built for institutional portfolios

Quickly understand why these models don't work.

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Do your financial goals match your values?
Wealth and Happiness

Holistic financial planning assumes that a financial plan is more likely to be truly “successful” if it is driven by a carefully prepared life plan.

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Is paying off your mortgage right for you?
The Hidden Costs of Paying Off Your Mortgage

One of the most enduring myths promoted by mortgage companies, some financial advisors and the media is the advantages of making extra payments on your mortgage or at least paying it off as soon as possible.

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Build your wealth
Functional Asset Allocation (FAA)

Leverage tax advantages to set the foundations for long term wealth creation

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