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Ask a question about your financial situation providing as much details as possible. Your information is kept secure and not shared unless you specify.
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Someone on our team will connect you with a financial professional in our network holding the correct designation and expertise.
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A financial professional will offer guidance based on the information provided and offer a no-obligation call to better understand your situation.
The Financial Literacy Coalition is an alliance of individuals and financial firms united by a singular mission—to make the United States more financially literate. We are a diverse collective of educators, financial advisors, community leaders, and corporations who believe that financial education is the cornerstone of a prosperous and equitable society. By pooling our expertise, resources, and passion, we aim to drive meaningful change in the way Americans perceive and manage their financial lives. Through our collective efforts, we are committed to creating a nation where financial literacy is not just an individual asset but a national strength.
MEMBERS
"Would happily share this with anyone as a viable resource for all things investing."
- Jeff Rose, CFP®
Rest assured knowing that every professional in our network has undergone a rigorous vetting process. We only partner with professionals who have demonstrated their expertise and reliability in field.
We respect your privacy. Finance Strategists will never sell your information. We only connect you with a professional if you explicitly request it.
Professionals can't pay to receive more recommendations. We ensure all of our referrals are unbiased, based purely on merit and the expertise of the financial professional.
With over 5 million visitors per year seeking answers to financial questions, our reputation speaks for itself. We're a trusted platform for individuals seeking reliable financial guidance.
You're never obliged to work with the financial professional beyond getting your questions and answered. We're here to facilitate knowledge, not push services.
Finance Strategists is cited by top financial publications, including Entrepreneur, Business Insider, Investopedia, Forbes, Nasdaq, MSN Money, and Yahoo! Finance. When the best in the business turn to us, you can too.
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403(b) vs Pension Plan
403(b) Plan Termination
401(k) Plan Report
50/30/20 Budget Rule
1031 Like-Kind Exchanges
1031 Exchange Specialist
1031 Exchange Service Lawyer
1031 Exchange Advisors
401(k) Recordkeepers
401(k) Statement
401(k) Blackout Period
401(k) Summary Plan Description
403(b) Plan Fee Disclosure
403(b) Plans and Social Security
100% Equities Strategy
403(b) vs IRA
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A
Art Investments
APR vs APY
Annuity Income Planning
Aggressive Investing
Affiliate
Affordable Care Act's (ACA) Medicaid
Accounting Consultant
Application-Specific Integrated Circuit (ASIC)...
Asset Manager
Asset Management Company (AMC)
Asset-Liability Management
Accountant vs Controller
Agricultural Accountant
Aleatory Contract
Accounting Specialist
Association of Chartered Certified Accountants...
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Blend Investing
Banker's Check
Banks vs Credit Unions
Budget
Behavioral Finance
Brick and Mortar
Burning Cryptocurrency
Bank Account Overdraft
Business Bank Accounts
Bank Sign-up Bonus
Bank Account Garnishment
Bank Account Number
Bankruptcy Letter
Bankruptcy Law
Bankruptcy Discharge Date
Bankruptcy Trustee
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Commission-Based Advisor
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Crowdfunding Investments
Collectibles Investments
Cost-Push Inflation
Charitable Remainder Trust
Credit Report
Capital Gains Tax Planning
Canada Pension Plan (CPP)
Church Retirement Plan
Confederate Pension
Cash Flow Management
Cryptocurrency Analysis Tool
Cryptocurrency Cloud Mining
Cryptocurrency Taxes
Cryptocurrency Airdrop
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After submitting your question, it enters a meticulous review process managed by our dedicated team at Finance Strategists. We analyze the scope and specifics of your question to determine its relevance to our pool of financial professionals. Once we establish that your query aligns with the expertise of a specific professional, we facilitate a connection for an obligation-free consultation. You hold complete autonomy to decide whether or not to further engage with the professional's services beyond this point. This process ensures that your question is addressed by the appropriate expert, delivering customized advice tailored to your unique financial situation.
Our recommendations are strictly merit-based. We only suggest professionals who have passed our meticulous vetting process. The professionals we recommend have no pre-existing or outside affiliations with us. They are chosen solely for their ability to answer your questions effectively, providing the expertise and guidance you need.
No - Submitting a question and engaging in an initial consultation with a financial professional is entirely free of charge for our users. If you choose to employ the services of the professional beyond the initial consultation, any potential costs will be discussed and agreed upon between you and the professional.
Finance Strategists operates as a bridge, connecting users with financial queries to professionals who can provide answers. While the service is free for users, financial professionals compensate us for the opportunity to connect with our site's visitors. If you're a financial professional interested in partnering with us, simply fill out our application form .
Absolutely. You will only be offered a no-obligation consultation if you specifically request one. However, to provide the most accurate and tailored financial advice, a detailed conversation is often recommended, allowing your professional to fully understand your situation.
No, Finance Strategists is not a Registered Investment Advisor and cannot provide financial or legal advice. We partner with those holding the correct qualifications to get our visitors’ questions answered.
We take your privacy seriously at Finance Strategists. We use advanced encryption technology to safeguard your information. Moreover, we never sell your data to third parties, and we only connect you with a professional if you explicitly request it. Your trust is our priority.
At Finance Strategists, we employ a stringent vetting process for all financial professionals in our network. They are assessed based on their qualifications, expertise, and past track record. You can be rest assured that we only connect you with the best and most suitable professionals for your unique financial needs.
Our team works diligently to review and match your query with the appropriate professional swiftly, usually the same business day. Although the exact timeframe can vary based on the complexity of the question and the availability of professionals, we aim to provide a seamless, efficient process for all users.
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Ask a question about your financial situation providing as much detail as possible. Your information is kept secure and not shared unless you specify.
We need just a bit more info from you to direct your question to the right person.
Pro tip: Professionals are more likely to answer questions when background and context is given. The more details you provide, the faster and more thorough reply you'll receive.
Pro tip: A portfolio often becomes more complicated when it has more investable assets. Please answer this question to help us connect you with the right professional.
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