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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.

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James M Luongo
Luongo Wealth Management

2941 SW Goldenglow Drive
Palm City, FL 34990

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Beren Anderson
BSA Wealth Advisors

7 Main Street
North Kingstown, RI 02852

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Thomas "Casey" Loper
Cornerstone Wealth Management

2738 E 51st St Suite 200
Tulsa, OK 74105

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Craig Thompson
Assets Solutions

4400-A Ambassador Caffery Pkwy., #318
Lafayette, LA 70508

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Geoffrey Hemenway
Hemenway Financial Services

45-621 Halekou Rd
Kaneohe, HI 96744

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Brian Crook
Summit Wealth Planning

439 E. Shore Drive Suite 250
Eagle, ID 83616

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Financial Strategies Wealthy People Use to Maintain Their Wealth

By Financial Advisor Insights
-Nov 18th 2024

Maintaining wealth is often just as challenging, if not more so, than building it. While accumulating wealth requires hard work, smart investments, and sometimes a bit of luck,

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Read more
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How Fintech is Transforming the Landscape of Financial Planning

By Financial Advisor Insights
-Nov 7th 2024

Fintech refers to the integration of finance and technology. As technology continues to reconstruct every aspect of life, finance is no exception. From online banking and robo a

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Read more