Best Financial Consultant Greensboro Near Me

4worldlovers:
Empowering clients to live with intention through the practice of financial life planning

One of the biggest challenges facing financial advisors and their clients is the sheer scope of the subject matter—ranging from investment, retirement, tax, insurance, estate, and education planning, as just a start! You can’t do everything at once. Therefore, one of the most helpful tools we offer at TFA is also the most simple: The One-Year Plan.

4worldlovers:
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4worldlovers: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Oechsli to provide information on a topic that may be of interest. Oechsli is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

4worldlovers: Whether you’ve accumulated tens of thousands or a couple million, your net worth isn’t our primary focus. Instead, we’re interested in working with clients who always strive to make sound financial decisions with what they have. You may not be driving a sports car or acquiring a yacht anytime soon, but you’re ready to maximize your wealth’s potential as you prepare for your financial future.

4worldlovers: Level Wealth Management is a fee-only financial planner based in Greensboro, North Carolina. We meet with clients in person in Greensboro and virtually across the country. Our mission is to make your wealth management and retirement planning easy, stress-free, and straightforward.

As a Certified Financial Planner and fiduciary, we provide comprehensive financial planning services, investment management, and tax reduction strategies.

Together, we can help you build an intelligent portfolio, navigate the complexities of retirement, reduce taxes and tackle your financial goals.

Your financial goals are unique, our advice is too. All of our fee only advising services are custom, comprehensive, and tailored to your personal financial situation.

As a Certified Financial Advisor, we provide comprehensive financial planning so you are confident you aren’t missing anything in your finances.

We work with a small number of clients on a fee only basis and build clear and custom financial plans. In addition, financial planning and investment clients have unlimited access to our team outside of regular meetings.

Meet your investment management goals with the care and oversight of a financial advisor. We’ll discuss your long-term goals, manage your portfolio and help decide when to make changes to meet each one.

We focus on investment strategies that are evidence-based and straightforward. Our process keeps fees low and consistent. Market changes won’t affect what you pay us.

Tax planning is important for everyone. It’s not just about what you earn, but also what you keep.

Together, we will help you find proactive ways to potentially lower your tax bill, forecast upcoming taxes, withhold the optimal amounts and understand the impact the financial choices have on your taxes. Smart wealth management also includes a tax strategy that helps you keep what you earn.

When can I retire and what goals are feasible given my financial plan?

Can I create and manage a quality investment strategy with low-cost funds across various accounts?

How can I reduce taxes now and overtime, including Roth Conversions and withdrawal strategies?

When should I take my retirement benefits and what factors should I consider?

What costs do I need to plan for and how do I know I have enough coverage?

What are the pros and cons of Medicare Advantage and Supplemental plans? Which choice is right for me?

Can you review my estate documents to confirm the beneficiary designations and account ownership structure is aligned?

How do I plan my cash flow for retirement and evaluate my income, expenses and tax projections? Can you help with planning tax projections?

The market is volatile, what proactive or strategic actions should I take?

As a fee only financial planner, the advice we give and the fees we charge are both clear, transparent and easy to understand.

What a traditional AUM advisor may not share with you is that when it comes to investment management, it does not cost more to manage $3MM than it does $1MM. This is why we believe you, as an investor, should not pay more.

With our small, efficient and friendly firm located in Greensboro, NC, we charge a flat fee of $9,600 per year ($2,400/ quarter) per household. There are no hidden fees, just simplicity and transparency.

With the money you potentially save under our fee only model of comprehensive financial planning services and straightforward investment strategies, you can reach your financial goals faster.

Hi there, I’m Aaron. I’m a CFP in Greensboro, NC. I started my firm with one simple goal:

Give great people easy access to high-quality financial planning and investment services.

At Level Wealth Management, we want to make your wealth management and retirement planning process straightforward and stress free.

If you’re ready to find a partner you can trust to help you make your wealth management and retirement planning easy, we’re ready to help.

Traditional retirement planning often recommends you don’t pay taxes until absolutely necessary.

However, when we dig deep on tax planning with our clients we sometimes discover they are in an attractive tax bracket now.

Download our quick tax planning resource to see a case study that shows a surprising scenario where you may want to pay taxes now, rather than later.

4worldlovers: You never have to question our commitment. As a Registered Investment Advisor, Smith Partners Wealth Management, has been acting in a fiduciary capacity since 1988. This means we go beyond the industry standard (suitability) in providing guidance that is in our client’s best interest at all times. While new regulations might require more advisors to now follow some portions of fiduciary law, we think part of being a real fiduciary is happily choosing to be one.

Your passion is our priority. Knowing that each client’s wealth management needs are unique, we provide customized solutions built around a deep understanding of your current situation and future goals. We’ve seen that planning and investing without fully knowing a client’s passions, fears, and history results in a 40 page financial plan that gathers dust and a woefully inefficient investment portfolio. You alone get to define what makes your life rewarding; we’re here to help you get there.

We work only for you. For nearly three decades, Smith Partners Wealth Management, has been a fee-only investment management and financial planning firm. Simply put, “fee-only” means we are compensated directly by our clients. We sell no products, earn no commissions, and are never compensated by any third parties. We believe our advice, planning and investing are as free as possible from bias and conflict. And furthermore this relationship creates a bond of trust that enables our clients to live their best lives.


For Many Advisors, this Question Comes Down to Account Size and “Minimums”


While we’ve found we work best with clients who have at least $500,000 in investable assets, experience has shown that persons with the following traits and characteristics have a high probability of being great-fit, long-term clients:


You want a financial partner for the long haul. The details of your life, your goals, aspirations and even your mistakes are primary threads in the fabric of our relationship.


You let us become your primary point of contact for all of your financial needs, and trust us to work collaboratively with your other professionals in finance, legal, tax and insurance.


You are thoughtful and grounded in the importance of both financial planning and investment management. You know life is a marathon, not sprint.


You lean toward simplicity and see the value in low cost, long-term index investing. You shun “hot stock tips” and see little value in trying to time the market.


You believe your money’s purpose is to enable you to pursue your life’s mission and to invest in the people, beliefs and causes that matter most.


If you are nearer the earlier stages of investing, you are a high saver and want help on the way to accumulating wealth.

You are drawn to an advisor for their knowledge, compassion, analysis and deliberate intentions to help you lead your best life.

Our heavily analytical approach encompasses not only the financial, but also the emotional and behavioral impacts at every stage of life. We help clients discover what they’re passionate about and align their financial wealth and income stream with what matters most.

With no products to sell or bias in our investment choices, we create a customized, tax efficient, low-cost portfolio tuned to the risk tolerance and financial needs of our clients. Our portfolios are managed by a team with decades of experience and the credentials that meet the highest industry standards.

Income and expense evaluation plays a critical role in financial planning, however, most budgeting conversations stop at “where” money should be spent. At Smith Partners Wealth Management we think the “why” of spending is much more important.

Our happiest clients give their time and money away to things and the people they are passionate about. We facilitate tax efficient charitable giving to maximize the impact of gifts over generations.

As fee-only advisors, we are able to lead the insurance conversation and recommend the best options for you without the conflict of selling anything. Our only goal is to address the needs present; not to sell a product.

Whether we are simply a second set of ears in the estate planning process or if we’re working directly with a client’s CPA, our welcomed collaborative approach with other multi-disciplinary professionals is designed to give more to our clients.

Here to Help Guide You on How to Achieve Your Personal Wealth Goals

Whether it’s giving back to the community or helping our clients do the same, giving is at the heart of Smith Partners Wealth Management.