Best Financial Advisors in Mobile, AL

With life expectancies in the US approaching 80 years, retirement planning has become vitally important for individuals and couples. To ensure enough of a nest egg to be able to retire, savings must start earlier than in former years. Our retirement calculator can help you determine how much money you need to retire, how much you need to put away each year to meet your goal and when you need to start. The sooner you begin saving for retirement, the longer your money has time to grow. This does not need to be a guessing game. We can help.

The best way to choose a financial advisor is to set up an interview and ask some important questions. First, ask yourself what kind of help you are looking for. Find out if the advisor is a fiduciary, and ask about their fee structure and any hidden costs. Ask about qualifications and experience. Find out if they have any particular investment strategies they prefer and how they measure success. See the complete list of questions we recommend you ask any potential long term financial advisor.

Great question! We do not sell any products, including annuities or other insurance policies. Although we may advise you on insurance needs or other financial products we have no incentive to steer you in any specific direction.

We find that small businesses have their own sets of financial issues. We can help with retirement plans, profit-sharing plans, business structuring for taxes, the effect of government regulations, financial projections, cost structure and many other issues. We also help small business owners and employees with their personal retirement funding plans.