4 out of 5 Americans report financial stress and retirement worry and wonder:
- How much money do I need to save for my retirement?
- At what age would I be financially able to retire?
- Do I have the right investment portfolio?
- I want an opinion from a financial planning expert.
If you want personalized answers to your retirement questions, try our FREE Retirement Overview.
Evaluate our services by following these steps and making an informed decision:
How do I know if this is for me?
You are +50 years old and are retired or just thinking about retirement.
You want to plan your dream retirement or improve your current retirement plan.
You seek a financial planner but wish to pay only for the required time.
You recognize the significance of planning for retirement and are looking for expert advice.
Frequently Asked Questions (FAQ)
1Is there a cost for the Retirement Overview and the meeting?
Both the Retirement Overview report and guidance on Social Security benefits, as well as the meeting, are free.
2Who will serve me in the meeting?
The meeting will be led by our CEO and Certified Financial Planner, Alonso Rodriguez Segarra, who specializes in retirement topics.
3Can you provide more information about the Hourly Financial Planning Service and what it entails?
If you need financial planning services, you can hire us and pay only for the time you need, just like when you hire an accountant or lawyer. You won't have to worry about a minimum portfolio amount, because the service is charged per hour. This way, you can be sure you're only paying for what you need.
4Do you offer portfolio management services? If so, what is the minimum investment required?
Yes, we do offer portfolio management services with a minimum opening amount of $50,000.
5What is the hourly rate for the service?
Our Financial Planning service costs $250 per hour and is divided into three plans based on complexity and hours required.
6Can you share more information about your retirement planning service?
Please visit our Advise Financial Planning page for more information. (www.advise-financial.com/advise-financial-planning-en/)
Who will serve you?
Investopedia has named our retirement planner advisor among the Top 100 financial Advisors in the United States; Alonso Rodriguez Segarra, CERTIFIED FINANCIAL PLANNER™ with more than 20 years of experience, will assist you personally.
