Your Career &
Make the most of your employee benefits.
Grow your own business.
Hire a professional or learn how to do it yourself. It all starts with what’s most important to you.
The Lifetime Income Projections Coming to Your 401(k) Statement
Beginning in December 2021 and likely sooner, you’ll begin to hear about lifetime income projections for your 401(k) retirement plan.
The idea behind the lifetime income projection disclosure is to illustrate for you how your balance would translate into lifetime income. (Read)
Financial Planning for Real Estate Agents
If you’re a real estate agent, you know the benefits of being your own boss firsthand.
As you focus on growing your real estate business, you may unintentionally let personal matters like financial planning fall by the wayside. Since a strong financial plan is the key to a high quality of life, it’s essential to make it a priority. (Read or Listen)
Exit Planning for Your Small Business
No matter how long you’ve been in business, what industry you’re in or how much longer you plan to work, exit planning is essential. And the sooner you get started, the better.
Exit planning can protect you, your investors and the business you’ve worked so hard to build. (Read or Listen)
Your job comes with unique financial planning challenges.
Are you making the right money moves?
🌟 Other sites start by asking for your zip code. We believe you deserve to work with the financial professionals and educators who are best for you, even if they don’t live nearby.
🌎 In today’s world, you can choose to hire a financial advisor or coach hundreds of miles away or a few blocks down the street. Or do it yourself with the help of blogs and podcasts. It’s up to you.
🤝 Our guides and articles will help you get to know financial advisors, coaches and educators who share your interests, life priorities and who specialize in the services you need today.
Is a Virtual Financial Advisor Right for You?
Most financial advisors began meeting with their clients online when the global pandemic kept most people at home.
Even before COVID-19, many financial advisors offered their services virtually to clients by Zoom or phone no matter where they live.
Today, as financial advisors and their clients alike have grown accustomed to meeting face to face on Zoom calls, you may find it’s easier and more convenient to work with a financial advisor online from the comfort of your own home (or wherever life takes you).
Of course, location is still a factor to consider when hiring a financial advisor. And you may find a great financial advisor who lives near you. But now that location is no longer the primary factor, you’re free to explore hiring a financial advisor who specializes in serving clients just like you, even if they live hundreds of miles away.
What is a Specialist Financial Advisor?
An increasing trend among financial advisors is to focus their services around a particular area of specialization, or niche, to stand apart from advisors offering general investment advice and planning services.
Many financial advisors now specialize in working only with clients in a particular occupation (e.g. technology workers, business owners, educators), or whose family priorities require specialized attention (e.g. special needs children, college funding). You’ll also find advisors who specialize in working with immigrants, others with a religious focus or emphasis on lifestyle interests that require unique financial planning needs like retiring early or traveling the world.
Wealthtender is dedicated to helping you find the best financial advisor for your individual needs based on what’s most important to you, no matter where you or your advisor chooses to live.
What are the Benefits of Hiring a Specialist Advisor?
By choosing to work with a financial advisor dedicated to a particular niche, you’re gaining access to a specialist committed to understanding the unique financial planning challenges and opportunities of people just like you.
Many financial advisors choose to specialize in areas that affect their own lives personally or that they’re passionate about based on their interests and life experience.
And by working with a financial advisor who specializes in an area important to you, you’re likely joining a community of other people who choose to work with the same financial advisor for similar reasons to your own. Your financial advisor may find opportunities to bring you together if connecting you with other people who share your interests is valuable to you.
Learn More About Financial Advisors
If you have questions about hiring a financial advisor, we think you’ll enjoy these articles. Need more help? Email firstname.lastname@example.org and we’ll follow up right away.
How Much Does a Financial Advisor Cost?
How much does a financial advisor cost? What are different ways you can pay? And how do you make sure you aren’t paying too much? Read more…
Is a Virtual Financial Advisor Right For You?
A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone. Read more…
Hiring a Financial Advisor? It’s Time to Unzip.
The US Postal Service invented zip codes in 1963 to more efficiently route your mail, not to help you choose a financial advisor. Read more…
How We Make Choosing a Financial Advisor Better
Wealthtender is dedicated to helping you find the best financial advisor for your individual needs, even if they live hundreds of miles away. And we make it as easy as finding your favorite movie on Netflix. Simply find categories on this page you’re interested in and swipe left or right to learn about financial advisors who specialize in serving people just like you.
🛑 What we won’t do is collect your personal information, sell it to 3 financial advisors and leave you to fend for yourself.
We believe you deserve better.
When you find financial advisors on Wealthtender you think may be right for you, simply contact them through their Wealthtender profile page and say hi. You’ll find most financial advisors are friendly and happy to get to know you so both of you can decide if you’re a good fit to work together. If you don’t find your perfect financial advisor on Wealthtender today, check back soon or send us a note and let us know what you’re looking for. We’re happy to offer suggestions where you may want to look next based on your particular needs.
And if you know a financial advisor who is a good fit to be featured on Wealthtender, we’ll pay you $75 if they sign up.
Are you a financial advisor interested in joining Wealthtender?
Hi there! 👋 Click here to learn more or email email@example.com. We look forward to getting to know you and helping you grow your business if we’re a good fit to work together.
Could a Financial Coach or Counselor Help You Get Your Finances Back on Track?
You may want to hire a financial coach or counselor if you feel you need to get your finances in order and learn to manage your money better. You’re not looking for specific investment advice, but rather to develop a skill set that will let you excel in the area of personal finance and money management. You may also feel you need the accountability that comes with hiring a financial coach or counselor, or that you need to change your mindset when it comes to money and wealth.
Looking for the Best Personal Finance Blogs?
With more than 2,000 personal finance blogs dedicated to money and investing that reach millions of readers each week, how do you find the perfect finance blogs for you? It’s easy! Check out our guides to the best personal finance blogs and you’re sure to discover new favorites.
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Your Questions Answered
What is a wealthtender?
We coined the term wealthtender to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth.
How do I find the right wealthtender for me?
While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they don’t live nearby.
In today’s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. It’s up to you.
Our growing library of articles and guides will help you get to know financial professionals who specialize in working with people like you who share your interests, occupation or are experts in the services you need today.
You deserve a trusted guide who can help you reach your money goals with a personalized plan. Let’s find the right wealthtender for you.
Not sure where to start? Here’s a great place to begin.