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Advisor 3
Alex Petrovic
CFP®
Financial Advisor from Petrovic Financial Services, KS

We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized...

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View more qualified advisors in Prairie Village, KS Right Arrow
Advisor 3
Rod Schauer
ChFC®
Financial Advisor from Complete Investment Advisory LLC, ND

Complete Investment Advisory is a fee based Investment Advisory firm dedicated to helping clients invest without the concerns of commissions getting in the way of sound advice with the focus on your...

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View more qualified advisors in Fargo, ND Right Arrow
Advisor 3
Beren Anderson
LUTCF®
Financial Advisor from BSA Wealth Advisors, RI

As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...

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Advisor 3
Chris McNeal
CFS
Financial Advisor from Premier Investments & Wealth Management, TX

Premier Investments & Wealth Management (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of...

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View more qualified advisors in Irving, TX Right Arrow
Advisor 3
Hetal Saki
CFP®
Financial Advisor from AMC Wealth, CA

AMC Wealth Management, LLC is a fee-only financial advisory firm providing hourly financial planning & tax-efficient wealth management. We help clients achieve their goals through our financial...

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View more qualified advisors in Fremont, CA Right Arrow
Advisor 3
Doug Frew
CFP®, ChFC®, AWMA®
Financial Advisor from BroadFront Capital Management, NJ

BroadFront specializes in working with high-net-worth individuals and families, including family offices. Our clients span a broad spectrum of professions and stages of life - from the accumulation...

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View more qualified advisors in Holmdel, NJ Right Arrow

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Retirement Planning

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Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

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Investing

Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

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Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

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Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

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Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

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