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Infinity Tax & Financial Planning

(16)

Tax Laws
Knowledge
Accountant

“For all the engineers in town, you'll love his systems and setups, after listening to you, he'll collect all your info and give you a percentage of success.”

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Kincer Business Group

(2)

“Excellent analysis, advice and support.”

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Longview Financial Advisors

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WG Financial Group

(5)

Information
Interest
Goals

“Been listening to Chris' Saturday show on WVNN for awhile and decided to call and see about some advice on where we are and where we need to be with our goals.”

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Practical Financial Solutions

(3)

“Amanda is patient, she takes time to help explain different financial terminology with me, but most of all I feel confident in my financial future because I've taken the time to sit down with Amanda.”

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Lighthouse Services

(2)

“My employer uses their services and they are wonderful!”

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The 24 firms listed for Huntsville, AL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Huntsville, AL

All 24 firms we list here are in Huntsville itself. 18 of the firms on this page have a rating, from 4.9 to 5.0 across 59 reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are investment management (2), investments (2), retirement planning (2), social security maximization (2) and tax strategies (2). 2 list staff certifications (CFP) and 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 29 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 11 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Huntsville offer a free first meeting?

2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Cloud Financial

(2)

“If you have questions about retiring, I highly recommend Aaron Howard with Cloud Financial.”

FAQs

Do I need a trust?

Depending on the situation, some people absolutely need a trust. If you have a child receiving disability benefits and you have them named as a beneficiary this could interrupt their benefits. Another example of where a trust may be beneficial, is if you are concerned about an heir not utilizing their inheritance wisely. Other instances for the need of a trust could be due to the size of an estate, concerned beneficiaries will disagree about use of assets, want to avoid probate, etc.

Should I consider opening a Roth IRA to reduce the amount of RMDs when I turn 72?

This is a concern for a lot of people. First, estimate what you think your RMDs will be using a reasonable rate of return based on your risk tolerance. Once you have this estimate, determine if you will be required to take out more than you need to supplement your retirement income. If you do have to take out more than you need, it may be beneficial to speak with a professional to see if a Roth conversion plan may be right for you.

How do I make my assets grow while still providing income?

In order to continue growing your assets while in the income phase of retirement it is important to assign different objectives to your assets. This means earmarking assets for things like income, growth, protection against inflation, tax efficiency, etc. This is why it is important to meet with a financial professional to make sure your assets are positioned in a way to meet your retirement goals.

What are the fees/costs associated with becoming a client?

For investments, we are paid an investment advisory fee depending on how the value of assets are under management. This annual fee is billed monthly and includes: ongoing account monitoring, investment advice, client reviews, investment selection, and overall customer service.

Get the answers to more questions on the FAQ page on our website.

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Brown Professional Group

(1)

“Their knowledge and professionalism with respect to our retirement planning, Roth IRA, and other investment products is second to none.”

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Brad Williams Financial Services

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Aria Wealth Management

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Keel Point

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Wealthbridge Financial Advisors

(1)

“Tim is extremely knowledgeable and a solution provider!”

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Oak Tree Financial Services

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Womack & Associates

(1)

“Very professional.”

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Vector Wealth Strategies

(2)

“Faithful culture.”

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Russell Financial Advisors

(1)

“Always available for any questions at any time.”

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Pinnacle Financial Group

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Neighbors Wealth Management Group

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Legacy Planning

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Capital Stewards

Featured

Desiring to build a financial foundation for your children, in other words, “multi-generational wealth”, is more common than you may think. Generational wealth is about building assets that provide opportunities and flexibility for future generations of your family. That does not mean you need to become a Rockefeller, a Vanderbilt, or have your name on a library. It also doesn’t mean your children will be automatically spoiled or that they will never work. In fact, this is probably the opposite of a compelling, sexy guide to acquiring more stuff. In this series of articles and podcast episodes, we explore how to build, maintain, and transfer generational wealth in a way that empowers your family with opportunities, flexibility and generosity. Read our latest blog posts for more!

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Lamont Trading Advisors

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King Financial Educational Services

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G.L. Smith & Associates

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Stewardshipofwealth.com

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Average Cost	$3654
Minimum cost	$1218
Maximum cost	$10351
Avg Per Hour Rates	$366

Best Financial Advisors in Huntsville, AL

Infinity Tax & Financial Planning

Kincer Business Group

Longview Financial Advisors

WG Financial Group

Practical Financial Solutions

Lighthouse Services

Area overview: Huntsville, AL

Cloud Financial

Brown Professional Group

Brad Williams Financial Services

Aria Wealth Management

Keel Point

Wealthbridge Financial Advisors

Oak Tree Financial Services

Womack & Associates

Vector Wealth Strategies

Russell Financial Advisors

Pinnacle Financial Group

Neighbors Wealth Management Group

Legacy Planning

Capital Stewards

Lamont Trading Advisors

King Financial Educational Services

G.L. Smith & Associates

Stewardshipofwealth.com

Retirement Planning and Investment Management Services in Huntsville, AL Cost Estimates

Why these companies made our list

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Popular in Huntsville