Lake Wales Financial Planners

LAKE WALES, FL

Financial Planners are in Lake Wales

Lake Wales Financial Planners are TOP RATED

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"... been with them for over 15 years. i am satisfied with the service provided. i would continue to use them...."

"... roll over my ira from a previous employer. i also wanted to start a roth ira. i felt like my agent took all the time i required to get the information i needed to make an informed intelligent investment...."

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Lake Wales Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Lake Wales Financial Planners Reviews

"... the optimal asset allocation. he has been responsive to following our priorities. he listens to his clients and develops ideas based on their needs...."

"... as we asked a lot of questions. he brought up issues we had never considered before...."

"... we just moved into the state so i had a complicated tax form. but he allowed for everything to go very smooth. he saved me a lot of money. his prices were very reasonable...."

"... in constantt contact when needed bu phone, email and alos office appointments...."