"The only reason 80 percent of affluent clients don’t fire their financial advisors is because they don't know where to go" - CEG International
If you are looking for a firm that will pull the pieces together for you, in a meaningful and coherent fashion. If you are looking for a solutions oriented firm, designed from the bottom up to offer wealth management services for a reasonable fee. If you want to bring clarity to the complexities of your financial life. You should call us today and take advantage of our Complimentary Second Opinion service.
We know that in today's complex world; managing, protecting, and preserving wealth is increasingly a challenge. Specifically we have found that the top five issues that cause concern for our clients are:
1. Wealth preservation
2. Tax mitigation
3. Taking care of heirs
4. Protecting assets from being unjustly taken
5. Charitable giving
Money like any other tool must be well cared for, and used properly, to be effective. Only with thoughtful direction can money help you create a more meaningful life and leave a richer legacy. We thrive on helping others focus on the realization of their dreams. Above all else we are committed to preserving the trust of our valued clients.
"I still find each day too short for all the thoughts I want to think, all the walks I want to take, all the books I want to read, and all the friends I want to see." - John Burroughs
Finley Wealth Management is located in Estero, Florida and provides fee only financial advice to individuals & families in Fort Myers, Naples, Estero, Sanibel, Captiva, Bonita Springs, Cape Coral and beyond. Are you looking for unbiased Fee-Only financial advice or another well rehearsed sales pitch? Our fee only wealth management services include retirement planning, estate planning, income tax planning, investment management, & personal financial planning
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Understanding how a stock works is key to understanding your investments.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
There’s an alarming difference between perception and reality for current and future retirees.
Recent changes in estate tax laws could affect the strategy you have in place.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.