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Apopka Financial Planners

Apopka financial planners can offer a wide range of services to FL residents who want to improve their understanding of personal finance and make smart decisions regarding their retirement, portfolio management, investments and estate planning. Even if you have a slim or even a nonexistent portfolio, an Apopka financial planner can be instrumental in helping you overcome the intimidating first steps of personal finance planning. Florida financial planners give you the tools you need to take control of your debt, your budget and your savings so you can eventually face retirement with confidence. Researching planners in the Apopka area is a great way to find advisors who work with people of all budgets and backgrounds.

Finding the Right Advisor

There are many factors to consider when researching Apopka financial planners. One of the most important is the fee structure. If you are just starting to create a personal finance plan for yourself and your family, choose a fee-based planner in Apopka who specializes in family finances, debt management and budget management. A planners fee-based structure gives you predictability in paying your advisor while protecting you against the possibility that your advisor might receive kick-backs from products they offer, which can happen with a commission-based structure. While interviewing potential Apopka financial planners, be sure to ask about commissions.

Another important factor to seek in your Apopka financial planner is certification. Certified Financial Planners have proven their industry knowledge and dedication to ethics by passing a specialized exam, achieving at least a Bachelor's degree from an accredited university, and signing a Code of Ethics in which they pledge to put client interests first. CFPs must also take continuous finance classes to maintain their certification. You can find a number of certified planners in Apopka and surrounding FL areas.

Assessing Your Personal Finances

One of the first things your Apopka financial planner will often do once you begin working together is assess your current finances for areas where you might need to improve. If you have credit card debt, for example, your advisor might help you come up with a strategy to quickly eliminate your balances. A good advisor will also help you create a budget that eliminates your need to use credit for big purchases or emergencies. Before looking at long-term investing or retirement savings, FL financial planners often recommend saving the equivalent of three months' salary for emergencies or unexpected expenses.

Another area of your finances that you will likely assess with your Apopka financial planner is your goals. Your short-term and long-term goals are a very important part of your savings process and play a large role in your retirement planning. If one of your goals is to put your children through college, your advisor will need to know this to help you allocate your savings appropriately. If you hope to buy a home in Apopka or elsewhere in Florida, your financial advisor can factor this into your overall savings plan. Taking some time to determine what you hope to achieve from working with an Apopka financial planner can help you get the most out of your individual sessions.

Planning Your Retirement

Retirement is the unifying factor among Florida resident seeking financial advise. Whether you have a diverse portfolio of complex assets or you are just starting to build your savings account, at some point you will need a nest egg on which to live during your golden years. Your retirement planning might start with something as simple as a 401k account through your employer or an IRA. Your Apopka advisor can even help you determine, if you qualify, whether you should open a Roth IRA. Your advisor can also help you move your 401k if you change jobs.

Beyond simple accounts, your Apopka financial advisor can help you build your portfolio of stocks, bonds, mutual funds and other securities. If you are like many people outside the finance industry, you probably don't have the time to research the best investments for your saving. Personal finance planners do, making them a trusted resource when it comes to your long-term investing. Sharing your retirement goals, including where you hope to live and what kind of lifestyle you hope to lead once you retire, can help your advisor determine how much you need to save and what kind of investments are right for you.

Your advisor can even help you shift aggressive investments toward less risky and more liquid investments as you near retirement. Apopka financial planners can help with many aspects of your personal finance planning, from debt and budget management to investment planning. When researching local advisors, keep in mind your future goals and what you hope to achieve from working with an advisor. Researching your local options online can help you find just the right advisor for your needs.

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Financial Planners in Apopka

Eric Lasso
Eric Lasso
1900 Summit Tower Boulevard
Suite 630
Orlando, FL 32810

Joseph Bert, CFP
Joseph Bert, CFP
1111 Douglas Ave.
Altamonte Springs, FL 32714

Richard Reyes, CFP
Richard Reyes, CFP
125 S. Swoope Ave
Suite 109
Maitland, FL 32751

Nick J. Russell, CRPC®   Founding Partner
Nick J. Russell, CRPC® Founding Partner
6052 Turkey Lake Rd, Ste. 101
Orlando, FL 32819

David I. Strunc, CRPC® - Founding Partner
David I. Strunc, CRPC® - Founding Partner
6052 Turkey Lake Rd. Ste. 101
Orlando, FL 32819

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