Blog
Welcome to our FinancialAdvisors.com Blog! Take a minute to scroll through the various topics and gather insights from our financial advisors on numerous subjects such as investment management, personal finance, tax advisory, ESG investing, and much more...
Strategies to Manage Taxes in Retirement
Author: Anthony Watson | March 31, 2021
Why Do We Care About Taxes? We care because we want to pay less of them to...
Deducting Disaster Losses for Individuals
Author: Candice Gerlach | April 02, 2021
We seem to be living in an age of natural disasters. Uninsured losses to...
Social Security: Some Key Benefit-Related Concepts
Author: Philip Weiss | April 03, 2021
Please click here for a video summary of this week's...
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We believe that significant change is coming to the financial advisory industry, and consumers will reap the benefits.
Financial advisors are becoming independent at a faster rate than at any time in recent memory, and with good reason. Consumers are seeking an independent voice to assist them with their financial planning needs and not someone from a bank, brokerage, or insurance company who may not recognize the difference between financial advice and a product sale.
The advisors on our platform are independent, meaning that their only customers are you, the client. Period.
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Two Categories of Advisors
There are two categories of advisors: Investment Advisors and Tax and Accounting Advisors. These categories complement one another and are the basis to proper financial planning.
Investment Advisor
An investment advisor helps guide your investments in “Wall Street” related instruments such as stocks, bonds, mutual funds, and exchange-traded funds (ETF’s). They may also assist you with your financial, college, and retirement planning needs. Knowing you have the right financial plan makes life a little less uncertain and equally, a little more pleasurable to live.
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Tax & Accounting Advisor
Many investors depend on the valuable services provided by a tax and accounting advisor. Making sure you don’t pay any more taxes than necessary keeps more money in your investment account, where it will continue to grow. Because it’s not just what you earn…it’s what you keep that counts, and.the right tax and accounting professional can be a true asset in so many ways.
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Meet Our Featured Advisors
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