What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Southern Shores, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Southern Shores, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Arthur Jones
CFA
Coastal 1031 Exchange Consulting | Strategic Wealth Management Solutions, LLC
Southern Shores, NC
Specialties: Free 2nd Opinions and Fee Comparision vs. Current Advisor, Tax Deferred 1031 Exchanges and other Private Placement Investments, Investment Management, including for Trusts, Financial Planning & Consulting, Retirement Income Planning, Diversification of Concentrated, Low Basis Stock Positions, K-12 and College Education Planning (via 529s), Risk Awareness & Management
I help Accredited Investor 1031 Exchangers attain tax deferral/passive income via use of Delaware Statutory Trusts (DSTs) holding real estate. I forgo any 5-7% commission offered by Sponsors which instead get credited back to my client's investment.
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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)
