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Financial Advisor Near Me 

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Financial Advisor Near Me

Preparing for your financial future is one of the most important things that you can do. Yet making a financial plan that is both comprehensive and strategic can be complicated—you may not know where to invest your money, how to save for retirement, or even how much money you’ll need in the future. At Top Investment Solutions, our skilled financial advisors can help. If you’ve been looking for a financial advisor near me, reach out to our team directly for the professional financial support you deserve. 

What Is a Financial Advisor?

A financial advisor is a general term that refers to a financial professional who may provide a wide range of wealth management services. A financial advisor may be a fiduciary, which means that they have a legal obligation to act within a client’s best interests. Common types of financial advisors include:

  • Certified Financial Planners. A Certified Financial Planner, or CFP, is a registered financial professional who helps clients to plan for their financial futures. They may offer a broad range of wealth management services.
  • Registered Broker or Registered Investment Advisor. An investment advisor, registered broker, or Registered Investment Advisor (RIA) is a type of financial advisor who specifically specializes in providing investment advice for individuals and businesses. 
  • Certified Annuity Specialist. A certified annuity specialist, or CAS, is a financial professional who provides advice regarding the purchase of annuities. 

Services Provided by a Financial Advisor

The types of services that a financial advisor may provide will depend on the specific type of certifications or registrations that they hold. Generally, however, a financial advisor may be able to help individuals with:

  • Retirement planning. Planning for retirement is one of the most important parts of planning for the future. A financial advisor can help you to understand how much money you’ll need in retirement and the best strategies for saving today. 
  • Investment strategies. Navigating stocks, bonds, mutual funds, securities, 401(k)s, Roths, and more can be extremely confusing. If you’re not sure where to invest your money or how much to invest to meet your financial goals, a financial advisor can help. 
  • Private wealth strategies. For some affluent individuals, working with a financial advisor to pursue private wealth strategies designed to enhance wealth over time is strongly recommended. 
  • Insurance planning. In addition to thinking about ways to grow your assets over time to support yourself during your non-working years, it’s also important to consider policies for health insurance, long-term care insurance, disability insurance, and life insurance. 
  • Purchasing annuities. Depending on your financial goals, your age, and your current asset portfolio, purchasing an annuity may be a smart option for guaranteeing a stream of income for the remainder of your life or a set period of time. 

Call Top Investment Solutions Today

Working with a financial advisor near me is one way to get the reliable and informed information you need to make smart choices for your financial future. At Top Investment Solutions, our financial advisors provide a wide range of financial services and are accepting new clients nationwide. Reach out to us today by phone or online to get started. 

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Call: (219) 765-1133

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This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should discuss their specific situation with their financial professional.

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