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Fort Lauderdale Financial Planners

Fort Lauderdale financial planners can help you prepare for the future. When you live in Florida you want to take advantage of the great seafood restaurants and shopping in this area. If you want to have the money you need to spend having fun with friends and family you need to budget your money well. Whether you are planning on buying a home, paying for a college education or retiring early you should find a Fort Lauderdale financial planner to get you there quickly.

When comparing planners online you should be able to locate a certified professional who can help you meet your current and future financial planning needs. You will need to fill out a form with your goals for your money and financial needs. In Fort Lauderdale FL there are many qualified money managers that will help you reach your goals and lead you towards financial freedom.

Planning for Retirement

Fort Lauderdale financial planners can help manage retirement income. Employers may offer different types of IRA or Roth IRA accounts as part of the benefit package. If you have changed jobs recently in Fort Lauderdale you will need to make sure you can roll over your 401k savings plan and take advantage of the tax benefits available. If you want to understand the differences between these accounts you will need to speak a Fort Lauderdale financial planner in Florida. Using these types of plans correctly can help you build your retirement income fairly quickly. With many plans your employer will contribute a percentage of what you put into the account.

If you are comfortable with a little more daring investment planning you may opt for a Roth IRA. Fort Lauderdale retirement planners can help you understand how the investment process works and how it should help you build up your savings. If you choose a commission based Fort Lauderdale financial planner he will want you to make the most money possible so he will also make money for himself. Your planners will also explain the excellent tax breaks involved when saving for the future. Let Fort Lauderdale financial planners explain all of the pros and cons and help you make an educated decision about your retirement investments.

Saving for College

Florida financial planners can help you save for your college education in Fort Lauderdale. Once you enter into parenthood you need to begin thinking in the long term about how you can help your children realize their future dreams. Maybe you had to struggle to pay for your own education and you do not want to see your children struggle. Or you may still be paying off student loans and struggling to make ends meet. Consulting a Fort Lauderdale financial planner will help you make the right decisions for your money and your investments. Getting the biggest return on your money is the key to building your child's college fund quickly and this is where planners can help. Using an education IRA could help you pay less taxes and give your child the money he needs when he begins college in FL.

Financial planners can help you create a family budget to stay on track with savings and spending habits in Fort Lauderdale. If you have several children who are planning to attend college in Florida you will need to make sure you have enough money set aside to help each of them. You want what is best for your children and if you can help them reach their goals for the future it will make you feel great. If you are serious about saving money find personal money managers today and discuss your money goals.

Buying a Second Home

A financial planner can help you if you plan to buy a second home. Whether you want to purchase a cabin in the mountains or a home in another country buying a second home is possible if you have made wise investments and have maintained a good credit rating. Since you will not be selling your current home in Fort Lauderdale for a down payment you will need to have enough money in savings to obtain reasonable financing. You will need to talk with Fort Lauderdale financial planners to make sure your plan is reasonable and to help you figure out a budget and the amount you can afford to pay for another home. You do not want to end up house poor and not able to enjoy spending time doing the things you enjoy.

Do not wait another day to talk with a Fort Lauderdale financial planner who can help you realize your goals for retirement, saving for college or purchasing a second home. Certified professionals want to help you and they can give you the direction you need to spend and save money wisely.

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Financial Planners in Fort Lauderdale

Mike Hennessy
Mike Hennessy
600 Corporate Drive
Suite 502
Fort Lauderdale, FL 33334

Justin Shure, MSF, CFP
Justin Shure, MSF, CFP
18851 NE 29th Avenue
Suite 700
Aventura, FL 33180

Mark Rowley
Mark Rowley
18851 NE 29th Avenue, Suite 501
Aventura, FL 33180

Evan Wolk
Evan Wolk
6343 NW 72nd Pl
Parkland, FL 33067

David Balestriere
David Balestriere
7900 Glades Road Suite 310
Miami Ii - Boca Raton (West), FL 33434

Jimmy Gonzalez
Jimmy Gonzalez
117 NE 1 Avenue
5th Floor
Miami, FL 33132

Eric Harbor
Eric Harbor
1655 Palm Beach Lakes #100
West Palm Beach, FL 33401

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