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Financial Planning Blog


Financial Planning from a Values-Based Perspective

As a fifth-generation small business owner, Certified Financial PlannerTM Jim Underhill understands the importance of tradition, family, loyalty...


Proactive Planning for a Solid Future

Midas Financial Analysis & Management company founder and president David Dietz is 50 percent Main Street, 50 percent Wall Street and 100...


Hosler Provides Financial Advice For Arizona

You're planning for retirement — doesn’t it make sense to work with professionals who specialize in financial and tax planning...


Grow and Protect Your Retirement Nest Egg with Tax Deferred Annuities

Wall Street has convinced Main Street the only way to make money is to put your hard-earned nest egg in the stock market. One of the most respected...

Posted By Turney Financial Group on 11/20/2017


Meticulous Attention to Detail is Value-Added Retirement Service

Details matter. That's a lesson learned the hard way by many investors. “Decisions that may appear inconsequential to the untrained...

Posted By McAdams Tax Advisory Group on 11/20/2017


Institutional Insight for the Individual Investor

M Capital Advisors is an independently owned RIA, providing personal financial planning and institutional asset management. The advisors’...

Posted By M Capital Advisors on 11/20/2017


Judge the Success of Your Portfolio by How Well It Gets You to Your Goal

A secret your financial advisor won’t tell you: That risk tolerance survey you took? It’s almost useless and largely ignored.“In...

Posted By Luken Investment Analytics on 11/18/2017


Kimery Wealth Management Addresses Retirement Planning Concerns

The fear of running out of money during retirement has some families held hostage. Even those with considerable wealth find themselves forgoing...

Posted By Kimery Wealth Management on 11/17/2017


Pickler Wealth Advisors - Your Family Office

No one was surprised when in 2015 Financial Times named David A. Pickler, Esq., CFP®, ChFC®, CDFA® to its 400 Top Advisors List.*...

Posted By Pickler Wealth Advisors on 11/17/2017


How To Start The Estate Planning Process

Life is always unpredictable. Unexpected injuries, costs, and unfortunately sometimes even death can come out of nowhere. That’s why it’s...

Posted on 11/17/2017


What's Driving Your Financial Plan?

Despite an overabundance of financial information available in the media, long-time investors often find themselves struggling to find a comprehensive...

Posted By HC Partners on 11/15/2017


Houston Wealth Guide: As Seen in Kiplinger's Personal Finance

Featuring Ridgeback Capital Management, Cornelius Stegent & Price and Verde Wealth Group...

Posted on 11/15/2017


Atlanta Wealth Guide: As Seen in The Wall Street Journal

Featuring Integrous Investing, Bridgeline Wealth Management at UBS Financial Services, LCORE Wealth Management, Commonwealth...

Posted on 11/15/2017


Educating Clients, Preserving Assets: A Personal Mission for Wallace Financial

For some retirement planners, the work they do is personal. Very personal. Donna Wallace, founder and CEO of Wallace Financial, is where she...

Posted By Wallace Financial on 11/15/2017


Legacy Consultants Championing Clients’ Lifelong Health and Wealth

Of all the titles you might expect to find on a financial advisor’s bookshelf, You’re Not Sick, You’re Thirsty!—a book...


Horizon Adviser's Diverse, Driven Advisory Team Leaves Nothing to Chance

Horizon Advisers senior partners Ryan Kus, CRPC® and Alexander Dinser, CFP®, ChFC are clear-eyed about the necessities of retirement...

Posted By Horizon Advisers on 11/13/2017


How To Save For College

Over the years more and more people are pursuing higher education. Going to college has become a mainstream stepping stone leading to adulthood. However,...

Posted on 11/09/2017


It’s Not What You Earn, It’s What You Keep

"At the end of the day the return of  your money is more important than the return on your money."After several years as an accountant,...

Posted By Main Financial Group on 11/09/2017


How Would You Risk Your Money - Investing Fads, Trends or Proven Strategies?

If you are like most investors, your advisor isn’t a favorite uncle who would never try to steer you wrong. Who tells you honestly how...

Posted By Investment Counsel, Inc. on 11/09/2017


Your Money and Your Life, A Unique Approach to Retirement Planning

"It's a privilege to come to work each day and work side by side with my dad, knowing the recomendations we put in front of our clients...

Posted By Imber Wealth Advisors on 11/09/2017


Family Wealth Advisors-DHS Wealth Management Group of Raymond James

"The father buys, the son builds, the grandchild sells, and his son begs."                ...


Family-Focused Financial Planning, Horizon Financial

The only things traditional or old-fashioned about Horizon Financial are their values: working hard, doing the right thing and being thorough....

Posted By Horizon Financial on 11/08/2017


Former Athlete’s Unique Insights and Instincts Add Value for Clients; Unity Financial Advisors

Day in and day out, Jaime Cowper is steeped in retirement issues. When she’s not advising clients, she’s consulting like minded...

Posted By Unity Financial Advisors on 11/05/2017


How To Reduce Student Loan Debt

Student loan debt has quickly become one of the major obstacles facing many Americans. While the percentage of individuals seeking higher education...

Posted on 11/03/2017


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Financial Peace of Mind

Achieving financial peace of mind may seem elusive and abstract, as though we’re chasing a dream, trying to obtain the unattainable. Market influxes, world events, economic indicators, earnings reports and interest rates, these are just a few of the factors that can cause uncertainty and stress among investors. Planning for today is often a daunting task. Planning for tomorrow and achieving our goals may seem insurmountable at times. However, by working with a professional financial advisor and designing the right financial plan, we take the first step in not just achieving our financial goals, but our life goals. Today’s financial markets can be an overwhelming sea of confusion. Fortunately, there are experienced, well educated financial professionals that are available to help us navigate these complexities and simplify our lives. Financial Service Directory is designed to provide insight into local financial professionals who are ready to talk and help develop a plan of action to achieve the financial peace of mind we seek. A financial plan is designed to protect us when markets are unstable or the economy is in a downturn and to take advantage of the opportunities when the markets are strong. On the surface this may seem like a simple enough task; buy low and sell high. Easy enough! However, we often forget one critical component when making our decisions, emotion! An experienced financial advisor is there to provide the fundamental and technical analysis needed to make well informed choices, thereby mitigating the emotions from our decision-making process. The right financial advisors will be sure your financial plan is designed to achieve your life goals, regardless of economic conditions. We’ll all sleep a little easier knowing that we have the right financial plan in place. Whether you’re uncertain about your current financial plan or looking to develop a plan from the ground up, the time is now to talk to a local financial planning professional. Our goal is for Financial Service Directory to be your first step. Take the time to search our directory and read about these professionals - their experience and accolades in the industry, and reach out to them for the expert insight they provide. It will be a major step in achieving the financial peace of mind you desire. Financial Advisors Apply for Listing »

Local Financial Planners


Turney Financial ...

Turney Financial ...

Asset Management President
Located in Sparta, Tennessee

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McAdams Tax Advis...

McAdams Tax Advis...

Accounting President
Located in Cordova, Tennessee

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M Capital Advisor...

M Capital Advisor...

Asset Management President
Located in Nashville, Tennessee

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Luken Investment ...

Luken Investment ...

Asset Management President
Located in Franklin, Tennessee

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Kimery Wealth Man...

Kimery Wealth Man...

Asset Management President & CEO
Located in Memphis, Tennessee

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Pickler Wealth Ad...

Pickler Wealth Ad...

Asset Management President
Located in Collierville, Tennessee

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HC Partners

HC Partners

Accounting Founding Partner
Located in Brentwood, Tennessee

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Wallace Financial

Wallace Financial

Asset Management President
Located in Lathrup Village, Michigan

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Legacy Consultant...

Legacy Consultant...

Asset Management President
Located in Grand Blanc, Michigan

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Horizon Advisers

Horizon Advisers

Accounting President
Located in Troy, Michigan

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Rigby Financial

Rigby Financial

Asset Management MD
Located in Rainford, England

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Weiser Financial ...

Weiser Financial ...

Asset Management President & Chief Compliance O...
Located in Lewis Center, Ohio

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Unity Financial A...

Unity Financial A...

Accounting President
Located in Bingham Farms, Michigan

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Liberty Financial...

Liberty Financial...

Asset Management
Located in Lancaster, Pennsylvania

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Sasha  Jacob

Sasha Jacob

Financial Advisor CEO
Located in Toronto, ON

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Knoedl Retirement...

Knoedl Retirement...

Accounting President
Located in Maumelle, Arkansas

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DoubleOak Financi...

DoubleOak Financi...

Accounting President
Located in Birmingham, Alabama

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Tatiana Lott Fina...

Tatiana Lott Fina...

Accounting Financial Services Professiona...
Located in Anchorage, Alaska

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Wealth Partners

Wealth Partners

Asset Management Senior Advisor
Located in Carmel, Indiana

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Strategic Financi...

Strategic Financi...

Asset Management President
Located in Plano, Texas

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Wesley Kotys, CFP...

Wesley Kotys, CFP...

Asset Management President and Wealth Advisor
Located in Valparaiso, Indiana

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NorthStar Financi...

NorthStar Financi...

Accounting President
Located in Greenville, South Carolina

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Horizons Wealth M...

Horizons Wealth M...

Accounting Principal
Located in Asheville, North Carolina

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Davis Financial P...

Davis Financial P...

Accounting Senior Financial Planner / Fou...
Located in Asheville, North Carolina

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