Fiduciary Financial Advisor & Wealth Management in Sewall’s Point, FL

Looking for a financial advisor in Sewall’s Point, Florida? Financial planning and investing can help provide you with a clear path towards your financial goals and remove fear and uncertainty around your finances.

Finding the right partner is a critical decision, but you may not feel completely equipped to start the process. To help, we at Grand Life Financial, a fee-only fiduciary financial planning firm, offer some guidance to help in your decision. We provide one-time, hourly and ongoing engagements that serve your individual needs.

What to look for when choosing a Financial Advisor in Sewall’s Point

Not all advisors are held to the same standards. Are they a full-time fiduciary or just some of the time? This will influence their recommendations, which may or may not be in your best interest. You will want to ask if they receive commissions or financial incentives for recommending certain financial products as well as if they are limited to selling investment products offered by their company.

Click here to schedule a free introductory discussion to begin exploring how to create a path towards enjoying a grand life!

How a Financial Advisor can help when unexpected financial issues arise

If you are a recipient of significant wealth, experiencing a major loss or a major life event like death or divorce, it may be time to seek financial advice. Some additional events may include:

  • I have managed my investments but have accumulated a lot and do not want to make mistakes that will mess up my future.
  • I am nearing retirement and want to ensure that I am on the right track.
  • I just inherited money and I want advice on how best to manage it.
  • I was recently married and need guidance managing our finances as a couple.
  • I was recently divorced or widowed and I am unsure how best to move forward financially.
  • My mom and dad are getting older, and I need help managing their overall finances.
  • I previously worked with a financial advisor in Sewall’s Point, and I am frustrated by their lack of responsiveness and limited knowledge beyond investing.

More about Grand Life Financial

Grand Life Financial is an independent financial advisor in Sewall’s Point, FL. We offer our clients a relationship uncorrupted by affiliations with big banks or other financial institutions, so we answer only to our clients. We are compensated by providing advice only. As a fiduciary financial advisor in Sewall’s Point, we do not receive any commissions and there are no hidden fees. We believe advisor compensation should be transparent and straightforward.