Nationwide Financial Planners

National Coverage

Local Professionals

Financial Planning Advice

Florida Financial Planners

A family with Florida financial planners to help them will have an easier time than an individual trying to do it alone. Being financially proactive is a good idea, so you don't have to wait on a bailout to get yourself out of any situation. People can live comfortably when they receive the assistance from a Florida financial planner.

When you look online, you can find the best financial planners in Florida. Don't waste another moment living in debt when you could be enjoying the financial freedom you've been dreaming about for years with the help of a Florida financial planner. Planners will help you clear up your debts in the short term and help you enjoy your finances in the long term.

How Planners Help

You may think that you can handle the situation on your own, but Florida financial planners are professionals who save people money for a living. You can get advice on mutual funds and other saving options, so your money can actually start making you money. Don't work for your money. Let your money work for you with the help of local Florida financial planners.

Residents can find local Florida financial planners online when you search your location. You can choose a fee only Florida financial planner or planners that work off commission. Planners are certified to help you take care of your money. This can come from investments you make at work through a 401k program or from a private stock option that you have for your personal portfolio.

A CFP in Florida would most likely only work on a fee only basis if he or she were employed through a particular lender such as a bank. In these situations, the Florida planners may be more knowledgeable about their own services. However, that doesn't mean they don't know what the competition is doing. You could be saving a lot by just paying a fee to a Florida planner and not having to worry about your planners taking a piece off the top of your investment earnings.

You can find the perfect local financial planners to work with so you won't have to stray too far away from your Florida home in Saint Petersburg or Miami. When you find the right planner for your situation, you can truly learn how to benefit from your savings. You want a planner that fits your lifestyle and understands where you are coming from economically. Then and only then can you start to make progress.

Your Dream Home

Purchasing a home is a big accomplishment and can be done with the help of a planner. A Florida financial planner can help make this moment come faster and be even better. Planners make sure you get the best mortgage rate regardless of what Florida city you call home. You can be purchasing a condominium in Orlando, FL or a downtown studio in Tampa, FL and still get a low rate with the advice of a planner.

An estate planning consultant can give you advice about which neighborhoods are the best and when is going to be the best time to make an offer. Knowing these things will help you turn your house into a home. Estate planning is a great service to have because then you can look at things such as nearby schools and even check the traffic reports. If moving there is going to delay your trip to work by an hour then you may not want to move there.

Just as a Florida financial planner can help you get your home, they can also help you keep it. Sometimes people need to open a second mortgage on their house just to keep living there. You wouldn't want to lose your home because you miss a few payments. When your financial situation changes, so should your rates.

A Florida financial planner will work to decrease your payments by helping you obtain a second mortgage. With this amount of money, you could pay off debt such as credit cards or you could even take a trip. Whatever you decide to do with the amount, you will want to put some in savings.

Teaching people money management skills is one of the most important parts of a Florida financial planners job. When you know how to handle your cash flow, you can decrease your chances of getting into debt and making poor financial decisions. This will help you achieve many goals with your planner including furnishing your new home.

You will also need to think about your long term goals and what you want to do with your savings, discuss this with your planner. Once you make a choice on a home, you are settling for you and your family. This will always be your neighborhood and the house that your kids grew up in. What are you going to do though when they are grown up?

The Glory Years

People daydream sitting in their office at work about what they would do if they didn't have to clock in every single day. Retiring is an exciting event in a person's life and Florida financial planners can help with retirement planning. It shows years of work ethic and loyalty. Depending on your saving habits, it can also be a significant step towards financial freedom.

By knowing how to save your money, planning for your retirement is going to come easy to you. Florida financial planners will train you and assist you, so you can handle your money to the best of your advantage. This includes taking the plans afforded to you by your present company.

Employees can benefit from enrolling in their company's 401k plan. Having a 401k plan means your money is being invested by a Florida financial planner. You and your employer contribute to the Florida 401k plan and often time it can rollover if you ever leave the company. If this happens, make sure you put your money away somewhere safe. That doesn't mean the mattress. Having to move 401k plans doesn't have to be a hassle. Your financial planners will help you so you keep the maximum.

Florida financial planners may also recommend that you look at your employer's health insurance options. Having Florida group health insurance is helpful because you aren't having to pay out of your own bank account to cover medical expenses. They may also have something like long term disability insurance that you may need to depend on if you are ever injured and can no longer work.

Opening a life insurance policy for you is another good idea your planner can advise you on. This way your family will have what they need if you can no longer provide for them in the same manner. Often times these types of policies are more affordable through your company than they are a private provider.

Retirement planning for seniors is a little different from a young adult just staring out. Everyone is at a different place in their lives. A young married couple may be planning their first child, while the family up the street already has three children and two dogs. What you have to provide for changes year to year, so you need a plan that will adjust as you do this is what Florida financial planners do best.

Florida financial planners will design retirement plans for seniors even if they don't have any money. This is to ensure that someone doesn't have to keep working for the rest of their lives. Make every year a glory year and get all your numbers in a line.

Choose a Qualified Financial Planner

Compare Planners From Top Firms

Find a Planner

Your information is encrypted Your Information is Encrypted, Private, and Secure

Financial Planners Feedback

What People Are Saying

With the help of this site, I got to spend less time searching for an advisor and more time actually working with one to develop a financial plan!
Carol M, Baltimore MD

Florida City Articles

Financial Planners in Florida

Tom McDermott
Tom McDermott
3010 3rd Street South
Suite A
Jacksonville, FL 32250

Dr.Jeff Camarda
Dr.Jeff Camarda
166 A1a
4371 Park Avenue (US 17), Suite 201
Fleming Island & Ponte Vedra, FL 32003

Dr.Jeff Camarda
Dr.Jeff Camarda
Serving Tampa
Tampa, FL 33601

Dr.Jeff Camarda
Dr.Jeff Camarda
Orlando Office
Orlando, FL 32789

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

David Adams
David Adams
166 A1A North, Suite 101
Ponte Vedra Beach, FL 32082

Matthew Myland
Matthew Myland
1129 S. Hwy Us1 Suite 101
Rockledge, FL 32955

Philip Detlefs
Philip Detlefs
8771 Perimeter Park Court, Suite 103
Jacksonville, FL 32216

Paul Porter,CFP
Paul Porter,CFP
808 Polk Street
Hollywood, FL 33019

Til Sowdon
Til Sowdon
1855 W State Rd 434
Suite 272
Longwood, FL 32750

Michael Sullum
Michael Sullum
5355 Town Center Road
Suite 401
Boca Raton, FL 33486

Armand Atkinson, MS, CFP, CIMA, ChFEBC
Armand Atkinson, MS, CFP, CIMA, ChFEBC
5426 Bay Center Dr, Ste 575
Tampa, FL 33609

John Dondero, MBA, CFP
John Dondero, MBA, CFP
240Canal Blvd.
Suite 6
Ponte Vedra Beach, FL 32082

D. Michael Burleigh
D. Michael Burleigh
953 NE Jensen Beach Blvd
Jensen Beach, FL 34957

Jarrod Rutledge,  CFP
Jarrod Rutledge, CFP
3030 North Rocky Point Drive West, Suite 700
Tampa, FL 33607

David H. Morgan MSFS, CEP
David H. Morgan MSFS, CEP
4651 salisbury Road
Suite 400
Jacksonville, FL 32256

Kenneth S. Feyers
Kenneth S. Feyers
11555 Heron Bay Blvd.
suite #200
Coral Springs, FL 33076

Benjamin Hard, CFP
Benjamin Hard, CFP
2201 Cantu Ct Ste. 217
Sarasota, FL 34232

Joshua Shulman
Joshua Shulman
2450 Sunset Point Rd
Suite C
Clearwater, FL 33765

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

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

Evan R. Guido
Evan R. Guido
One Sarasota Tower - 12th Floor
Sarasota, FL 34236

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

Nathan Helms
Nathan Helms
4350 W Cypress ST suite 735
Tampa, FL 33607

Andy Rampersaud
Andy Rampersaud
409 Terravista Pl
Oviedo, FL 32765

Andrew Carrillo CFP, AWMA, CRPC
Andrew Carrillo CFP, AWMA, CRPC
1428 Brickell Ave Suite 500
Miami, FL 33131

Edward  McDonough, BSME, MBA, CFP
Edward McDonough, BSME, MBA, CFP
6000 Turkey Lake Road
Suite #212
Orlando, FL 32819

Jason Heinzelmann
Jason Heinzelmann
3030 North Rocky Point Drive West, Suite 700
Tampa, FL 33607

Al Baker, CFP
Al Baker, CFP
2420 S Lakemont Ave
Suite 120
Orlando, FL 32814

Barry Cantrell II
Barry Cantrell II
6151 Lake Osprey Drive Suite 313
Sarasota, FL 34240

Barry Cantrell II
Barry Cantrell II
10150 Highland Manor Drive, Suite 200
Tampa, FL 33610

Steve Crossett
Steve Crossett
4865 North Wickham Road Suite 108
Melbourne, FL 32940

Dwight Pendola CFP
Dwight Pendola CFP
9040 Town Center Parkway
Lakewood Ranch, FL 34202

Jonathon Kollra
Jonathon Kollra
2 S. University Dr. Suite 231
Davie, FL 33324

Jonathon Kollra
Jonathon Kollra
9100 S Dadeland Blvd. Suite 1500
Pinecrest, FL 33156

Steve Crossett
Steve Crossett
4651 Salisbury Road
Suite 400
Jacksonville, FL 32256

Jonathon Kollra
Jonathon Kollra
201 South Biscayne Blvd. 28th Floor
Miami, FL 33131

Jonathon Kollra
Jonathon Kollra
2255 Glades Rd. Suite 324A
Boca Raton, FL 33431

Barry Cantrell II
Barry Cantrell II
4350 West Cypress St, Meridian One Suite 101
Tampa, FL 33607

Stefan Contorno
Stefan Contorno
8000 Health Center Blvd
Suite 150
Bonita Springs, FL 34135

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.