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Plan for
Retirement

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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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Planners Spotlight

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

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Mark Stancato
VIP Wealth Advisors

120 W Trinity Pl
Decatur, GA 30030

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Charles Helme
BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor
Greenwich, CT 06830

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John Fitchett
Sym Wealth

9990 Fairfax Blvd
Suite 560
Fairfax, VA 22030

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Alexander Mills
Casco Bay Wealth Advisors

5 Fundy Road
Suite 2C
Falmouth, ME 04105

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Brent Rupnow
Via Luce Capital Corporation

3090 Bristol St
4th Floor
Costa Mesa, CA 92626

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Joseph Skees
Granite Bay Wealth Management, LLC

767 Islington Street
Unit 1D
Portsmouth, NH 03801

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How Alternative Financial Planning Methods Can Help You Grow Your Finances

By Financial Advisor Insights
-Dec 2nd 2025

As a mid-career professional approaching retirement, you’ve already built a foundation of savings, possibly invested in a 401(k) or IRA, and probably consulted a tradition

...
Read more
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Top Financial Regulators That Oversee Financial Advisors

By Financial Advisor Insights
-Nov 24th 2025

Investing your money always comes with some level of risk. After all, you are putting your hard-earned savings and trust into the market, and a lot can happen along the way. You

...
Read more