Take better control of your finances to enhance your quality of life, become money confident, and invest for a safer future.

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Plan for
Retirement

Manage your income and images to meet your retirement goals.

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Plan for
your Family

Put away money for your grandkids education, a new home, or that dream vacation.

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Investment
Planning

Plan for a better future by investing your money in the right financial products/plans.

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Save
Taxes

Manage your taxes with proper planning to save more money for your future needs.

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Set up an
Emergency Fund

Create a safety net to prepare for emergency expenses such as a major illness or home repairs.

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Manage
your Budget

Ensure you have enough money to take care of any liabilities or future expenses that you may incur.

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At FinancialPlanners.net, we match you with vetted financial advisors who can come up with the right financial plan for you. We want you to invest your money wisely in line with your finances.

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Planners Spotlight

All Financial Advisors listed are vetted and fee-only or fee-based professionals.
They offer a FREE initial consultation.

Tom Morris
Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400
Durham, NC 27707

View more qualified advisors in Durham, NC
Joseph Cassella
Primerica Advisors

5283 Corporate Drive
Suite 204
Frederick, MD 21703

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Rich Testa
Testa Associates

181 Worcester Street
Natick, MA 01760

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Daniel Carlson
Farther Finance, LLC

20826 River Hills Way
Kiel, WI 53042

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Michael Marchi
Marchi Wealth Management Group

1 Tea Rose Ct.
Saint Louis, MO 63126

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Michael T. Jobe
Glover Park Wealth Management, LLC

4100 W Street N.W. 213
Washington, DC 20007

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Should you hire an advisor who charges an AUM-based fee or Flat-fee?

By Financial Advisor Insights
-Jan 18th 2023

Financial advisors provide financial advice and assistance to individuals and businesses. They can help you with a wide range of financial matters, such as saving for ...

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Why is Budgeting Important for Financial Planning?

By Financial Advisor Insights
-Jan 3rd 2023

Budgeting is the foundation of financial planning and a crucial aspect of managing your finances effectively. Despite its importance, many people hesitate to plan their ...

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