A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
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Fee-Only Financial Planners in Delaware:
Samuel Lewis
SJL Financial, LLC
WIlmington, DE
Specialties: Comprehensive Financial Planning, Spending plans, Military benefits, Retirement Planning, Investing and saving, College Education Planning
Fee-Only financial planner located in WIlmington, DE, serving clients locally and across the country
Richard Jakotowicz
CFA®, CFP®, MSF
Benchmark Financial, LLC
Greenville, DE
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Greenville, DE, serving clients locally and across the country
Donald W. Nicholson, Jr.
CFP®, AAMS®
Donald W. Nicholson & Associates, Ltd.
Wilmington, DE
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Wilmington, DE, Serving Clients in Delaware, Pennsylvania & Throughout the Mid-Atlantic States
Donald W. Nicholson
Donald W Nicholson & Associates, Ltd.
Wilmington, DE
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Wilmington, DE, Serving Clients in Delaware, Pennsylvania & Throughout the Mid-Atlantic States
Burt Hutchinson
CPA, CFP®
Integrated Wealth Management, LLC
Wilmington, DE
Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies
GUIDANCE FOR THE THREE STAGES OF RETIREMENT: Our wealth management firm in Wilmington and Rehoboth Beach, DE, specializes in working with you through the three stages of retirement: Uncertainty, Stability, Reflection
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
