Are you doing enough to be prepared for retirement?

 

 

Pay per hour for financial fiduciary advice

 

 

 

Are you looking for an advisor who can help you with issues such as: 

 

  • “I want to find an advisor by the hour pay.”
  • “I just need advice on financial & tax planning.”

  • “Want to know if we are doing all we can to maximize our money.”

  • “Looking for someone I could touch base when I need it.”

  • “Would like a fiduciary who can look over my investments.”

  • “We manage our portfolio ourselves just need a second opinion.”

 

Need financial advice but on your terms? Our Hourly Financial Planning offers personalized consultations at an accessible rate. Get the expert help you need when you need it.

 

 

Hire a top-rated Financial Planning advisor

Hello!

 

I'm Alonso, a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience. Investopedia named me one of the Top 100 financial advisors in the United States. I will assist you personally with your financial concerns with hourly consultations.

My team and I will provide you with:

A financial plan with clear action steps.
Fiduciary Advise, your interest comes first.
No sales pitch or high commission products
Personalized financial guidance
More than 20 years of experience
One hour or more, you decide it.
A CERTIFIED FINANCIAL PLANNER™
Bilingual (English-Spanish)

How We Help? 

  • Pre-retirees: We can help you ensure you're on track for a comfortable retirement.
  • DIY Investors: Get an expert's second opinion to optimize your portfolio.
  • Retirees: Enjoy peace of mind with ongoing portfolio reviews and tax planning.
  • Mid-Career Professionals: Develop a strategy to achieve your family's financial goals.
  • Just Start their financial journey: Build a solid financial foundation and save for your future.
  • Small Business Owners: Optimize your business and personal finances for success.

 

 

What We can do for your finances

 

We provide solutions for your complex financial questions:

Hourly Financial Planning: We will be your financial consultant, helping you decide from preparing for retirement to life as a retiree. You only pay for the time you need.

Investing money can be difficult for those who lack time or knowledge in portfolio management. We can help you to manage your investments.

 

Get a Meeting with our

Financial Advisor

Our mission is to provide greater financial well-being; take advantage of this complimentary opportunity.

 

Solutions for your Financial Planning and Investment management. 

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Since 2016, at Advise Financial®, we have offered investment advisory services and financial planning regulated by the Office of Financial Regulation in Florida(*).

We are convinced that a better tomorrow is possible, and for this reason, we want to facilitate the selection of the financial advisor and planner you need:

  • Fee-Only, we will not sell you high-commission financial instruments.
  • We adapt to what you needs with our Hourly financial planning service.
  • We are Fiduciary, and achieving what is best for you is our priority.
  • Our services are provided with virtual meetings for your comfort.

Learn more about our history by clicking here: