Saturday, January 13, 2024

Use This FREE Tool to Help Plan for a Comfortable Retirement

Discover the $1B Startup Disrupting the Retirement Industry

Take Retirement Quiz
Find up to three advisors who serve your area, free!

This Princeton grad's startup raised $161M to help people plan for retirement. 

If you're one of the whopping 110 million Americans over age 50 -- or a wise Millennial looking to get ahead -- SmartAsset's no-cost tool makes it easy to find vetted financial advisors serving your area. 

Research suggests that people who work with a financial advisor could end up with 15% more money to spend in retirement.¹

But with thousands of options available, it can seem daunting to choose one. That's why SmartAsset created a free tool to match you with up to 3 vetted fiduciary advisors. All advisors on the platform have been rigorously screened through a proprietary due diligence process and are legally bound to work in your best interest. 

It's never too late to work towards a comfortable retirement.

Get your financial advisor matches today »

 
Try SmartAsset's Financial Advisor Matching Tool
Get retirement ready. Take this no-cost quiz to get matched with up to 3 vetted financial advisors serving your area.
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SPONSORED BY SMARTASSET
 
 
1. "Journal of Retirement Study Winter" (2020). The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the link to see the methodologies employed in the Journal of Retirement study.
 

This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States). SmartAsset is not a financial planner, broker or tax adviser. The Service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through SmartAsset.com may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user's account by an Adviser or provide advice regarding specific investments.

We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

 


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