Explore 5 Innovative Steps To Find A Fee-only Financial Advisor Near You

Explore 5 Innovative Steps To Find A Fee-only Financial Advisor Near You

As a newbie investor who is also doing a 9-5 job, it gets a tad complex when you may have to hunt for a fee-only financial advisor who has put up an office inside your city.

Those endless number of visits to investment-based office outlets can be complex and overwhelming too. Therefore, you would have to do some kind of smart work here. This way, you would not only find a fee-only financial advisor near you but with less effort too.

On this parlance, let us figure out 5 innovative ways how to find a fee-only financial advisor near you:

For those of you who may not have easy access to your laptops, this easy tip can be a great one for you. You might have to activate your online Google searches via your iPads, smartphones, or tablet devices. 

Here, you can activate your Google searches by just configuring your Google mail or so. Type in ‘Fee-only advisor near me’. This way, you would continue getting push notifications for every nearby console Google detects for you. Therefore, you can collect your leads and then start contacting the financial advisors that stay in closer proximity to wherever you stay. 

  • Get a sneak peek into newspapers

You can opt for Finance related newsletters or newspaper tabloids. Here, financial agencies and fee-only advisors post their requirements inviting investors for webinars or jam events. You can be a part of the program to get a qualified and competent advisor you are looking for.

You must also look for what specifications you want your services for. This way, you find a financial advisor who aligns with the requirements you have in mind and makes things seamlessly less complicated. 

  • Internet-based browsing

Type ‘top 10 financial advisors near XYZ’ on your Google browser. You would get web pages or sites that offer tangible services that match your search request.

Click on the landing web pages of the sites to know if you find qualifying financial advisors you can get in touch with. Most of the fee-only advisors are private practitioners who would surely have their websites stating the services they offer.

Look at their websites and see if these advisors can provide you with customized and tailor-made solutions for your independent requirements. Collect leads and start emailing them one by one. 

  • Take recommendations from your business colleagues

You can dial up some of your business colleagues who have invested their time and efforts in building sustainable income-generating portfolios. 

Contact them further to see if you can get their advice or recommendations in finding a suitable fee-only financial advisor that not only plays the part of providing the clients with a superlative degree of services but is also reasonably affordable on your wallet. 

Positive word of mouth from your known circle of friends can go a long way in helping you find leads for a qualified and competent fee-only advisor. 

  • Avail dial services

You can avail a dial-up service called ‘Just Dial’. You sign up for a dial-up app or get contact details for the financial advisors you are looking for.

When you opt for subscription packages from a dial-up service, the executives would do all that cold calling for you to check or connect with the right type of financial advisor you are looking for. You must also state what customized solutions are you looking for so that you get your leads in the right direction that lies ahead of you.

What are the Top-most Services you Expect from a Fee-only Financial Advisor- Detailed Insights Provided

There is a versatile range of services a fee-only financial advisor can help you with. Let us have a run-down into the main types of services you can ideally expect from a fee-only financial advisor:

  • Portfolio selection

From hundreds of investment options that can leave you overwhelmed, you can avail of the services of a financial planner or a fee-only financial advisor to help you choose your portfolio and also manage the same. 

You can have a mix of investment bonds, equities, fixed-income securities, and ETFs (Exchange-Traded-funds) inside your wealth or income generation basket.

This way, the losses from one component can be offset by the gains of profit-earning investments. This way, your portfolio stays robust and your income base keeps improving at a steady pace indeed. 

  • Tax planning

 

Working professionals mainly aim to make rich investments so that they can avail a range of tax benefits from the same. You must consult a financial advisor to discuss what investment options are primarily backed by government agencies. This way, you can aim to get tax waivers on the net income you earn. These investments can help you reduce your tax liability to a greater extent indeed. 

  • Retirement planning

You do not want to indulge in wasteful expenditure and may want to save your life-long savings in a reliable corpus. It can be your pension funds or business earnings.

Here, you can avail customized solutions from a well-qualified and competent advisor who can provide unbiased and professional advice on how to plan for retirement savings and can suggest suitable investment options in lieu of the same. 

  • Estate planning

 

You can get the services of a reliable fee-only financial advisor or an investment planner for planning your estate work in a streamlined manner.

You can discuss the solutions on whom you confer your wealth or properties. It can be your legal heir or your spouse. When you plan legal formalities connected with estate planning, you can inform legal authorities with whom your wealth and properties must be conferred. 

A fee-only financial advisor helps you get through the planning process and guides you so that your family members take charge of your bank account balances and your properties post your demise.

Conclusion

Find a fee-only financial advisor who can help you get customized and tailor-made solutions that gear up to help you achieve your financial goals and obligations in a neat and streamlined manner indeed. 

Financial planning can help you achieve your financial goals in a seamless manner. This way, you save up enough funds to cope with rainy days ahead.

What are your thoughts on this? Do mention your comments in the spaces given below!