Fee-Only Financial Planners in Punta Gorda, FL

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.

Fee-Only Financial Planners in Punta Gorda, FL:

Amber Braatz

MBA, CFP®

Finley Wealth Advisors

Estero, FL

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Tax-Aware Investing, Comprehensive Financial Planning

"Our business model is sized to best serve clients with wealth in the range of $2 to $20 million, as big fish in our right-sized pond."

I can work with clients anywhere!

Deborah Meyer

CFP®, CPA/PFS, CEPA®

WorthyNest

Punta Gorda, FL

Specialties: Comprehensive Financial Planning, Tax Planning, Charitable Giving Strategies, Education Planning, Business Exit Planning,

Fee-Only Financial Planner and Investment Advisor in Punta Gorda, FL who serves clients nationally.

Charles Johnson

CFP®

Resolute Financial, LLC

North Port, FL

Specialties: Retirement Income Planning, Tax Strategies, Roth Conversions, Preserving Capital

Fee-Only financial planner located in Newburyport, MA and North Port, FL

Douglas Finley

MS, CFP®, AEP®, CDFA®

Finley Wealth Advisors

Estero, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax-Aware Investment Management, Tax Planning, Estate Planning

Finley Wealth Advisors Was Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond.

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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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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