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Submitted URL: http://wealthminder.com/
Effective URL: https://www.wealthminder.com/
Submission: On April 12 via api from US — Scanned from DE
Effective URL: https://www.wealthminder.com/
Submission: On April 12 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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* Resources * About Us * Help * For Advisors * Log In * Sign Up * * * Resources * About Us * Help * For Advisors * * Log In * Sign Up PLAN WISELY. LIVE FULLY. Find and connect with the right financial advisor for you. * Request Proposals * Browse Advisors I need help with...Investment Management / Portfolio ReviewRetirement PlanningBudgeting and SavingRisk Management and InsuranceEducation Funding / Planning401k Advice / Other Employee BenefitsMajor PurchaseDebt ReductionMajor Life EventEstate PlanningComprehensive Financial PlanningTax Planning My primary concern is...Are my investments appropriate for my goals?How are my investments doing?What changes should I make to my current portfolio?Where should I invest my excess cash?Should I invest in a Roth or Traditional IRA?Should I invest in a taxable or tax-advantaged account? I'd like someone to manage my investmentsI'd like someone who specializes in socially responsible investing.Something else Get Started Search 1. 2. 3. Why is hiring a financial advisor a smart investment? Because only 1 in 3 people are on track to have enough savings to retire at 65. Are you one of them? Click here to find out Why is hiring a financial advisor a smart insurance policy? Because 1.3 million people will file for bankruptcy next year due to unforseen tragedies. Will you be one of them? Click here to find out Why is knowing where you stand critical? Because 70% of people aren't currently on-track and knowledge is the first step towards achieving your goals. Get Started Today* See where you stand in less than 5 minutes. FINANCIAL PLANNING * Retirement Planning * Major Purchases or Life Events * Education Funding/Planning * Budgeting and Saving * Debt Reduction Learn More Financial Planning is the process through which an advisor helps you understand your financial goals and what steps are necessary to reach them. Financial Planning answers questions like: * How much do I need to save to support my income needs when I retire? * When should I begin taking my social security benefit? * Should I put money into my 401k or my child’s college fund? Find a Financial PlannerClose INVESTMENT MANAGEMENT * Portfolio Review * Asset Allocation * Asset Location * 401k Advice Learn More Investment Management is a set of tasks advisors perform to help you keep the investments you own in line with your overall financial objectives. Investment Management services help you know: * Are my investments appropriate for my goals? * What changes should I make to my current portfolio? * Am I adequately diversified across asset classes and industries? * Am I paying too much in investment costs? Find a Investment ManagerClose RISK MANAGEMENT * Insurance Planning * Income Protection * Income Replacement * Risk Identification and Mitigation Learn More Risk Management is the approach that advisors use to help you protect yourself and your family against unforeseen events. Risk Management answers questions including: * Would my family be ok if something happened to me? * Are my assets adequately protected against lawsuits? * What would happen if I couldn’t work in my current profession? * What will happen if I need nursing home care? Find a Risk ManagerClose ESTATE AND TAX PLANNING * Wealth Preservation * Asset Transfer * Charitable Giving * Tax-loss Harvesting Learn More Estate and Tax Planning are more advanced services that your advisor can help you address with assistance from other licensed professionals. These services help you address needs such as: * How can I make sure my children and grandchildren will use the money that I am leaving them responsibly? * How should I manage my incentive stock options or business ownership? * What strategies can I use to reduce my estate tax burden? Find a Financial AdvisorClose 1. 2. 3. Elaine & Roberto Fort Lauderdale Our goal is to retire early and have the freedom to travel. Wealthminder made it easy for us to find the perfect advisor for our situation. Rebecca La Plata As a young couple, our advisor makes sure we are doing the right things to secure our financial future. Thanks to Wealthminder for helping us find him. Nishant Elkridge Wealthminder quickly connected me with an advisor who has helped our family with college and retirement planning as well as managing our investments. Elaine & Roberto Fort Lauderdale Our goal is to retire early and have the freedom to travel. Wealthminder made it easy for us to find the perfect advisor for our situation. Rebecca La Plata As a young couple, our advisor makes sure we are doing the right things to secure our financial future. Thanks to Wealthminder for helping us find him. Nishant Elkridge Wealthminder quickly connected me with an advisor who has helped our family with college and retirement planning as well as managing our investments. We have matched thousands of clients with advisors, and the press is starting to take notice. featured cities * Los Angeles * Columbus * Houston * Jacksonville * Charlotte * Orlando * Santa Monica * Baltimore * Washington, DC * Denver * Overland Park * Chicago * All Locations TIMEOUT! You have been idle and will be logged out in seconds. Stay Logged InLog Out Now Data feeds used for advisors pages may be delayed; please also refer to SEC.gov for the current data. * Home * About Us * For Advisors * Find a financial Advisor * Faq * News * Contact Us We promise to keep your information safe and secure. Read our Safety & Security Promise » Ready to get started? Request proposals for help with your financial concerns. Get Started! Log in 1616 E. Millbrook Rd Suite 210, Raleigh NC 27609 866-826-2731 * * Copyright © 2024 AdvisorEngine Inc. All rights reserved. * * Terms of Use * Privacy Policy