As a fee-only financial planner and CFP, I provide independent, expert guidance to help young families and those nearing retirement plan for their financial future. This blog is dedicated to providing financial advice that you can use. Although generic financial planning information abounds, this blog addresses concerns of professionals early in their careers and those nearing or at retirement.
After over five years of providing personal financial planning services to a variety of clients in different situations, I have developed. Over two years ago Fidelity Investments began offering several index or passive, no-fee mutual funds. The two main funds track indices of the entire domestic stock market and all of the international stock markets.
After over five years of providing personal financial planning services to a variety of clients in different situations, I have developed. Over two years ago Fidelity Investments began offering several index or passive, no-fee mutual funds. The two main funds track indices of the entire domestic stock market and all of the international stock markets.
Services
I founded Financial Advisor For You, LLC to provide young professionals and people nearing retirement with affordable, expert, and independent personal financial planning advice free from any sales pressure. Personal financial advisors should put their clients first, without the appearance of any bias or pushy sales tactics.
I work primarily with two types of clients: young professionals and people nearing retirement. Each client has unique needs and goals. They want an advisor who is on their side and puts their interest first in crafting a financial plan to meet their objectives. I develop comprehensive financial plans for many young professionals and families starting or early in their careers.
My clients tell me they value my no-sales pitch, flat fee-only approach to helping them prioritize their financial decisions. They want to know the amount of the professional fees up front along with the deliverables so they can realize their financial goals.
An expert analysis of all aspects of your financial health, including cash flow/savings assessment, debt management, college planning, income tax planning, insurance analysis, retirement planning, and estate planning.I provide a written analysis of your financial situation as well as preliminary recommendations to address your financial issues.
An expert analysis of all aspects of your financial health, including cash flow/savings assessment, debt management, college planning, income tax planning, insurance analysis, retirement planning, and estate planning.I provide a written analysis of your financial situation as well as preliminary recommendations to address your financial issues.
Reviews (1)
Patrick Palafox
Aug 26, 2016
Report
