Financial Advisor

Your retirement should be an exciting new step in life, but it’s also one that requires careful planning. You want to be able to enjoy retirement without having to worry about finances. In order to have a successful retirement plan, you have to have a successful retirement advising partner. You want that partner to have your best interests at the forefront of every discussion, every plan, every step of the way.

Who wants an advising partner who values making money above what their clients’ needs are? Or one who just streamlines every client and treats them like just another name on a piece of paper?

WealthFolio refuses to treat clients in that way. WealthFolio is a committed, dedicated fee-only financial planning group. Your unique retirement plan is of the utmost importance here. Just the way it should be.

The beauty of having a fee only financial planner atlanta is that your partner can help you plan for retirement in a way that fits not only your personal lifestyle goals, but can also curtail your retirement plan to fit your city living situation. Trying to plan for retirement in Atlanta with someone who doesn’t know the city or what living there is like is sure to be nothing short of stressful. The personalized touch goes a long way when planning for retirement and opens the door for individual focused care along the way.

Due to the nature of having fee-only financial planning, the client’s best interests is WeathFolio’s best interest.

David Marotta, when writing for Forbes, points out the importance of having a fee-only planner:

“Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice.”

That’s great, but what does that mean for you?

It means that every single decision your financial advisor makes has you at the center of the decision, not some other interest.

Keeping clients at the forefront of all the decisions sets fee-only planners apart, and having a fee only financial advisor in Atlanta only sweetens the deal. Instead of working remotely with clients, advisors in Atlanta are able to get to know clients as the unique individuals they are, invest in their interests, and ensure that their personalized needs are being met. WealthFolio advisors are committed to monitoring each client’s account to make sure that their plan reflects their lifestyle and the financial choices they’re making.

There’s no such thing as a one-size-fits-all retirement plan, and sometimes individual adjustments need to be made even after the initial steps are taken. If a major change comes up in your life that demands changes to your retirement plan, your advisor will be right there for you with new approaches to meet your financial goals.

Wondering what the process looks like? Transparency is at the core of WealthFolio’s mission. The steps can be found here.

You deserve a smooth transition into retirement. WealthFolio is here to make that happen.