Finley Wealth Management - Fee-Only Financial Planning and ...
Client Centered Fee-Only Financial Planning and Evidence-Based Investment Management. Learn about our sensible “No Commission” approach.
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title: Finley Wealth Management - Fee-Only Financial Planning and Investment - Naples, Bonita Springs, Estero, Fort Myers, Cape Coral, and Punta Gorda.
description: Client Centered Fee-Only Financial Planning and Evidence-Based Investment Management. Learn about our sensible “No Commission” approach.
url: https://www.mywealthadvisor.com
site_name: Finley Wealth Management
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- <H1> Finley Wealth Management
- <H4> FEE-ONLY FINANCIAL PLANNING
- <H3> Are you looking for unbiased financial advice or another well-rehearsed sales pitch?
- <H3> At Finley Wealth Management, a promise of objective advice is more than just words, we are compensated exclusively by the fee paid to us by you, our client. You simply pay for our expertise, with a transparent professional fee. We have no products to sell, commissions to attain, or quotas to meet.
- <H3> It's our firm belief that professional advice and product sales are incompatible. As Fee-Only Certified Financial Planners we sell advice where your dreams are the basis for our advice. Traditional Financial Advisors or Brokers most often sell products that are the motivation for the "advice" they give. When you work with us you receive objective advice from a Fee-Only Certified Financial Planner.
- <H3> We act in a fiduciary capacity when advising our clients, and this is much more unique than you might imagine. The vast majority of employees of banks, brokerage firms, and insurance companies charge a management fee part of the time and are commissioned salespeople at other times. These brokers call themselves fee-based, attempting to confuse you into thinking they are fee-only.
- <H3> In this non-fiduciary capacity, by law, these brokers are required to work in their firm's best interest first, not yours. Usually, the individuals that represent these companies have an incentive to recommend high-cost products, such as whole or universal life insurance, variable annuities, and shares of expensive mutual funds. Their compensation comes from the companies whose products they recommend/sell to you.
- <H3> The company, in turn, passes their expenses on to you in the form of hidden costs. As a Fee-Only Certified Financial Advisor held to a Fiduciary Standard, we are required by law to act with undivided loyalty in all circumstances, to our clients. This includes disclosure of how we are compensated and any conflicts of interest.
- <H3> As independent, fee-only certified financial planners, we make you our first and only priority. There are no commissions, referral fees or hidden charges. Unlike the companies whose business model is to take as much of your hard-earned assets as they can get away with. Partner with a trusted investment adviser with two decades of experience. Receive your financial advice from a Fee-Only Independent Certified Financial Planner Practitioner.
- <H4> Helping you achieve all that is important to you
- <H3> We believe in getting to know who you are, not just what you have. Thoughtfully executed financial planning is about much more than just the numbers. When we sit down together to talk for the first time, we’re going to get to the heart of what’s truly important in your life. This will guide all that we do in your financial planning journey. Because if your money is aligned with your core values, it can bring not just happiness, but harmony into your life.
- <H3> It’s easy to put your future in the hands of an insurance agent, traditional financial advisor, or stockbroker. Their focus is probably on selling you expensive commission driven financial products. We are a Fee-Only Independent Financial Planning firm, here to help you craft a values-driven solution, to reach your own unique goals. If you’re willing to embark on this journey, the rewards can be immeasurable and the possibilities endless. Remember, life is not a dress rehearsal. It’s all about YOUR lifestyle, and it all starts with a conversation.
- <H3> Working through a carefully designed consultative process enables you to systematically address not just investment management, but also the major areas of financial concern beyond investment. 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:
- <H3> Preserving your wealth: Your aim with wealth preservation is to manage your investments to produce the best possible returns consistent with your time frame and tolerance for risk.
- <H3> Mitigating your taxes: Your goal here is to enhance your wealth by minimizing the tax impact on your financial picture.
- <H3> Taking care of your heirs: This means finding and facilitating the most tax-efficient ways to pass assets to your spouse and succeeding generations in ways that meet your wishes.
- <H3> Protecting your wealth: This includes all concerns about protecting your wealth against catastrophic loss, potential creditors, litigants and identity thieves.
- <H3> Making a difference in the world: This encompasses all issues related to fulfilling your charitable goals in the most impactful way possible.
- <H3> 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. We know that the management of your wealth can be overwhelming. Together we can simplify the complexities of your financial life. Leaving you more of your most valuable asset; more time for whatever it is that is most important to you.
- <H4> Experience and Credentials Matter
- <H3> "A good reputation is more valuable than money." - Publilius Syrus
- <H4> Two Minute Video on what makes us different
- <H4> Evidence-Based Investment Management
- <H3> The principles that guide our process:
- <H3> 1
- <H3> Embrace Market Pricing
- <H3> 2
- <H3> Don’t Try to Outguess the Market
- <H3> 3
- <H3> Resist Chasing Past Performance
- <H3> 4
- <H3> Let the Markets Work for You
- <H3> 5
- <H3> Consider the Drivers of Return
- <H3> 6
- <H3> Practice Smart Diversification
- <H3> 7
- <H3> Avoid Market Timing
- <H3> 8
- <H3> Manage Your Emotions
- <H3> 9
- <H3> Look Beyond the Headlines
- <H3> 10
- <H3> Focus on What You Can Control
- <H4> FREE Informative Special Reports
- <H3> CLICK HERE AND SELECT YOUR REPORT
- <H2> Make sure you sign-up below to receive lots of great FREE stuff from us in your email box!
- <H1> © 2016 FINLEY WEALTH MANAGEMENT, LLC - DOUGLAS FINLEY - 239-267-7500
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