Fee-Only Fiduciary Financial Advisors in Southwest Florida
Manage your finances now
for financial independence in the future.
Are you currently facing one or more of the following situations?
Buying, selling, or passing on the family business
Handling the inheritance of a large sum of money
Preparing for retirement
Coping financially with the death of a spouse or a close family member
If you are, Rezny Wealth Management, a wealth management firm in Southwest Florida, can help you manage your finances with our financial planning services.
Remain financially independent, and grow your money while you’re at it, with our financial planners.
What You Can Expect
Our personal financial advisory services in Southwest Florida focus on creating an ongoing process that helps reduce your stress over money, funds your needs, and builds a nest egg for retirement.
We see financial planning as a process, not a product. Our services are long-term methods of wisely managing your finances so that you can plan your future. At the same time, we negotiate financial barriers that inevitably arise in every life stage.
At our Southwest Florida firm, our fiduciary financial planners identify your goals and collect financial data. We determine your net worth, the value of your investments and your cash flow to recommend the ideal plan.
Whether you’re planning to buy a new home or preparing for retirement, our financial advisors in Southwest Florida compare your goals with your data to create a roadmap towards financial security.
Financial Planning FAQs
Why should I hire a money manager/financial planner to manage my wealth?
A money manager/financial planner builds an overall plan and offers financial advice using their knowledge in bonds, equities, estate planning, and taxes.
What should I look for in a financial planner?
Look for a financial planner that is fee-only and who has to work in your legal best interest. Never work with any firm that sells annuities or insurance products. Interview prospective planners and learn more about their management strategies and credentials.
How can I check a financial planner’s background?
If your advisor is a Certified Financial Planner, check the Securities and Exchange Commission (SEC), the Certified Financial Planner Board of Standards, and the Financial Industry Regulatory Authority (FINRA) for potential disciplinary actions.
What is involved in financial planning?
We look at your overall financial picture. We ask clients to fill out an extensive questionnaire to determine your current financial position. We follow this up with a long-term plan and suggestions on how to save and invest for retirement.
What is fiduciary responsibility, and why does it matter?
Financial services with fiduciary responsibilities are legally required to act in their clients’ best interests instead of their own. Non-fiduciary advisors are only required to recommend products “suitable” to client’s needs.