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Financial Planning

  • Retirement Planning
  • Major Purchases or Life Events
  • Education Funding/Planning
  • Budgeting and Saving
  • Debt Reduction

Financial Planning is the process through which an advisor helps you understand your financial goals and what steps are necessary to reach them. Financial Planning answers questions like:

  • How much do I need to save to support my income needs when I retire?
  • When should I begin taking my social security benefit?
  • Should I put money into my 401k or my child’s college fund?
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Investment Management

  • Portfolio Review
  • Asset Allocation
  • Asset Location
  • 401k Advice

Investment Management is a set of tasks advisors perform to help you keep the investments you own in line with your overall financial objectives. Investment Management services help you know:

  • Are my investments appropriate for my goals?
  • What changes should I make to my current portfolio?
  • Am I adequately diversified across asset classes and industries?
  • Am I paying too much in investment costs?
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Risk Management

  • Insurance Planning
  • Income Protection
  • Income Replacement
  • Risk Identification and Mitigation

Risk Management is the approach that advisors use to help you protect yourself and your family against unforeseen events. Risk Management answers questions including:

  • Would my family be ok if something happened to me?
  • Are my assets adequately protected against lawsuits?
  • What would happen if I couldn’t work in my current profession?
  • What will happen if I need nursing home care?
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Estate and Tax Planning

  • Wealth Preservation
  • Asset Transfer
  • Charitable Giving
  • Tax-loss Harvesting

Estate and Tax Planning are more advanced services that your advisor can help you address with assistance from other licensed professionals. These services help you address needs such as:

  • How can I make sure my children and grandchildren will use the money that I am leaving them responsibly?
  • How should I manage my incentive stock options or business ownership?
  • What strategies can I use to reduce my estate tax burden?
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Elaine & Roberto
Fort Lauderdale

Our goal is to retire early and have the freedom to travel. Wealthminder made it easy for us to find the perfect advisor for our situation.

La Plata

As a young couple, our advisor makes sure we are doing the right things to secure our financial future. Thanks to Wealthminder for helping us find him.


Wealthminder quickly connected me with an advisor who has helped our family with college and retirement planning as well as managing our investments.

We have matched thousands of clients with advisors, and the press is starting to take notice.
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