and real Fiduciary Financial Planning for Retirees
Advise Financial Priority integrates asset management with personalized financial planning to go beyond traditional investment strategies. We align all aspects of your wealth—investments, tax planning, philanthropy, and estate planning—with your goals, optimizing returns, preserving your legacy, and uncovering new opportunities. Our mission is to help you stay focused so you can see how your investments are moving toward your retirement goal.
With Advise Financial Priority, you can easily understand and gain confidence in important retirement finance areas:
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Roth Conversions: Find out if a Roth strategy works for you and how to use it for potential tax advantages over the long term.
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RMD Planning: Make the most of your Required Minimum Distributions (RMDs) to lower taxes and boost your retirement income.
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Tax Optimization: Look for ways to significantly reduce your taxes during retirement.
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Personalized Financial Roadmap: Get a monthly calendar with clear topics to help you stay informed and manage your finances.
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Goal Tracking: Use our easy technology to track your progress toward your financial goals.
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Withdrawal Strategies: Learn about different options to find the best withdrawal strategy to enjoy your retirement without financial stress.
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Legacy Planning: Know the basics of estate planning to ensure your wishes are followed and that you can support future generations.
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Portfolio Management: Access well-managed portfolios that offer good diversification at low costs, tailored to your goals.
Meet Alonso: More than a Financial Planner, a financial partner with a team for your Financial Success
I'm Alonso, a dedicated financial advisor with over 27 years of experience navigating the complexities of the financial landscape. My commitment to serving clients like you has been recognized, including being named among the 100 Best Financial Advisors in the USA by Investopedia and etc.com, and as a trusted Money Expert by GoBanking. Of course, I also hold the CERTIFIED FINANCIAL PLANNER™ designation, representing the highest standard in financial planning.
My passion lies in helping retirees like you go beyond simply managing investments. Over the past two decades, I've guided hundreds of families to optimize their entire financial picture, providing clarity and strategic solutions in areas like comprehensive tax and financial planning.
At Advise Financial Priority, our commitment to you is unwavering. We operate as a 100% Fiduciary and Fee-Only firm. This means our advice is always in your best interest, free from the conflicts of interest inherent in commission-based models. You can be confident knowing we will never offer you high-commission insurance or financial products that prioritize our benefit over yours.
Think of us as more than just your advisor – consider us your trusted partner. We aim to be the first call you make when financial uncertainties arise or when you simply want a knowledgeable review of your financial plan.
When you partner with Advise Financial Priority, you're not just getting me; you're gaining access to a dedicated team of experienced professionals ready to provide the support and service you need, whenever you need it. We're here to ensure your retirement journey is one of confidence and financial well-being.
Smart Tax Strategies: Protecting Your Retirement Nest Egg.
Many advisors overlook crucial tax-saving opportunities like strategic Roth conversions and efficient Required Minimum Distribution (RMD) planning. As fee-only fiduciaries, our advice is always in your best interest, focusing on minimizing your tax burden.
Imagine having an accurate and strategic view of your financial landscape: not just a snapshot of the present, but a dynamic projection that reveals how your money behaves and evolves over time.
Understanding your cash flow isn't just about knowing your bank account balance. This level of understanding transforms your wealth management into a true strategic advantage.
We will give you a clear view of how your total tax liability is distributed among different sources, such as ordinary income, long-term profits, and investment income.
This level of detail allows us to identify strategic tax-saving opportunities, such as changing income types, optimizing investment strategies, or planning charitable contributions, ultimately helping you reduce your overall tax burden and make more informed financial decisions.
Your money will be held in one of the most solid brokerages in the country, Charles Schwab. You'll also have unlimited access to one of the most sophisticated financial planning software programs in the world, as well as access to our portal to review your investments and exclusive Morningstar reports.
We invite you to download our ROTH Conversion Guide
Did you know that a simple financial decision could significantly impact your retirement? Imagine enjoying your retirement savings without the stress of worrying about taxes. Roth IRAs provide this fantastic opportunity. By converting your traditional savings into a Roth account, you can take significant steps toward a more secure financial future.
In this guide, we will explain how this strategy works, outline the requirements, and help you determine the best course of action for your unique situation to build a strong financial future.
We recognize the unique needs and priorities of retirees. Our personalized approach considers your lifestyle, future goals, and your desire for a comfortable and secure retirement.
Spend less time worrying about your finances and more time enjoying your favorite activities. Let us manage the complexities of your financial plan.
Ready for a more comprehensive and trustworthy approach to your retirement finances?
Schedule a complimentary consultation to discover the difference.
Service Proposal
Advise Financial ® is for those clients who manage a balance greater than $500,000 under our administration, where we will include with the following commissions, financial planning services, portfolio management, and financial support
Advise PremiumUSD
| Advise VIPUSD
|
|
|---|---|---|
| Fees for services (% annual) | 0,85% | 0,75% |
| Personalized Financial Plan |  | |
| Portfolio with strategic rebalancing | | |
| Investment account opening - USA | | |
| Consolidated view of your finances | | |
| Chat, mail and phone service | | |
| Annual report of financial plan | | |
| Meetings to review your plan | 9 months | 6 months |
| Financial decision analysis | | |
| Priority access to a CFP® | — | |
| External portfolio study | — | Biannual |
VIP SERVICE CALENDAR
As a priority client, you'll have exclusive access to our monthly financial planning calendar: a structured and proactive tool designed to ensure every key area of your finances is addressed throughout the year. We focus on timely and relevant topics each month, such as tax planning, retirement strategies, risk management, education financing, and more. This approach allows us to have meaningful and timely conversations and contributes to greater clarity, organization, and long-term value for your financial journey.
