Our team of independent advisors servicing Tampa, FL have the knowledge and experience to help you achieve your personal goals. We provide Financial Advice near Tampa, and we have been providing service for clients throughout Boca Raton, Cape Coral, Clearwater, Coral Springs, Fort Lauderdale, Gainesville, Hialeah, Jacksonville, Miami, Orlando, St. Petersburg, Tallahassee, Tampa for over fifteen years.
When searching for a Tampa financial advisor, it is also highly imperative to know how this professional is being compensated. Keep in mind that there are many different ways that a financial advisor can be paid. So, take the time to figure out if the financial advisor is charging an hourly fee, asset-based fee, or being paid based on commission.
A fee-only firm and financial advisor is the recommended and safest way to go. When a Tampa financial advisor is paid based on commission, they may not always have the client’s best interest at heart. They are salespeople first and foremost, selling you services that you may or may not need. Having the wrong financial products and services can both drain your finances and keep you from reaching your dreams. However, a fee-only advisor will always have the client’s best interest in mind when laying out a financial plan. Their number one goal is to make sure you, the client, achieve financial peace. Their goals are your goals. Your concerns are their concerns. You are the priority, not selling a product to make a commission.
These are just a few of the many ways on how to locate the best financial advisor servicing Tampa. Once you find a good financial advisor, take full advantage of the services they offer.
If you are in need of a financial advisor now or in the near future, contact The Retirement Planning Group today to schedule an appointment with one of their professionals.