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Best North Dakota Financial Planners

Introduction

Financial planning is crucial for anyone looking to secure their future, manage their wealth, or achieve specific financial goals. In North Dakota, a variety of financial planners offer services tailored to meet the diverse needs of individuals, families, and businesses. This guide will help you navigate the top financial planners in the state, highlighting key information, reviews, and contact details. Let’s dive into what you should look for in a financial planner and explore some of the best options available.

What to Look for in a Financial Planner

When searching for a financial planner, it’s essential to consider several factors to ensure you find the right professional for your needs. Here are some key aspects to evaluate:

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Credentials and Experience

A financial planner’s credentials and experience are critical indicators of their expertise and reliability. Look for planners with certifications such as Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), or Chartered Financial Analyst (CFA). These designations demonstrate a high level of knowledge and commitment to ethical practices. Additionally, consider their years of experience and areas of specialization to ensure they align with your financial goals.

Services Offered

Different financial planners offer a range of services, from retirement planning and investment management to tax planning and estate planning. It’s important to choose a planner who provides the specific services you need. Comprehensive financial planning that covers all aspects of your financial life is often beneficial for holistic management of your finances.

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Fee Structure

Financial planners can charge fees in various ways, including fee-only, fee-based, or commission-based structures. Fee-only planners charge a flat fee or hourly rate and do not receive commissions from product sales, minimizing conflicts of interest. Fee-based planners may charge a combination of fees and commissions. It’s crucial to understand how your planner is compensated and choose a structure that aligns with your interests.

Client Reviews and Testimonials

Client reviews and testimonials can provide valuable insights into a financial planner’s reputation and service quality. Websites like Yelp and Google Reviews can be helpful resources to gauge client satisfaction. Look for consistently positive feedback and specific mentions of the planner’s strengths.

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Accessibility and Communication

Effective communication and accessibility are essential for a successful relationship with your financial planner. Ensure that the planner is available for regular meetings and responsive to your inquiries. A planner who takes the time to understand your needs and communicates clearly can make a significant difference in your financial planning experience.

Ethical Standards

Finally, ensure that your financial planner adheres to high ethical standards. Planners who are fiduciaries are legally obligated to act in your best interest. Checking their background for any disciplinary actions or complaints through resources like FINRA’s BrokerCheck can also provide peace of mind.

Top Financial Planners in North Dakota

Based on our research, here are some of the best financial planners in North Dakota, complete with their contact information, services offered, and client reviews.

Legacy Wealth Management

Overview

Legacy Wealth Management, based in Fargo, ND, is known for its personalized and collaborative approach to financial planning. They offer a range of services, including retirement planning, investment management, and estate planning.

Contact Information

Client Reviews

Legacy Wealth Management receives high praise for their tailored strategies and client-centric approach. Clients appreciate their dedication to understanding individual goals and providing comprehensive financial advice.

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Services Offered

  • Investments
  • Retirement Planning
  • Estate Planning
  • Insurance Planning

Table of Information

Service Details
Investments Data-driven strategies for smart investing
Retirement Customized plans to enjoy the fruits of your labor
Estate Planning Effective management of your affairs during and beyond your lifetime
Insurance Strategies to prepare your family for life’s unexpected events
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North Point Financial Planners

Overview

North Point Financial Planners in Bismarck, ND, offers independent and personalized financial advice. Their comprehensive services include retirement strategies and investment management, catering to individuals, families, and business owners.

Contact Information

Client Reviews

Clients commend North Point Financial Planners for their professional and thorough approach. They are recognized for their clear and effective financial strategies tailored to each client’s unique situation.

Services Offered

  • Comprehensive Financial Planning
  • Retirement Strategies
  • Investment Management

Table of Information

Service Details
Financial Planning Custom plans based on your financial goals
Retirement Strategies Tailored strategies to secure your financial future
Investment Management Diverse investment options to fit your portfolio and risk tolerance

Huebner Financial Planning

Overview

Huebner Financial Planning, located in Fargo, ND, is a fee-only financial planning firm. They offer transparent and comprehensive advice, focusing on all aspects of a client’s financial picture, including income, expenses, taxes, and estate planning.

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Contact Information

Client Reviews

Huebner Financial Planning is praised for their objective and client-focused advice. Clients value their transparency and commitment to acting in the client’s best interest.

Services Offered

  • Financial Planning
  • Investment Management
  • Tax Planning
  • Estate Planning

Table of Information

Service Details
Financial Planning Comprehensive analysis of all financial aspects
Investment Fee-only investment management with no sales-related compensation
Tax Planning Strategies to minimize tax liabilities
Estate Planning Preparing your legacy for future generations

PlanningTeam Financial Advisors

Overview

PlanningTeam Financial Advisors in Bismarck, ND, offers extensive financial services, including business and farm succession planning. Their experienced team provides independent access to a wide array of investment products and services.

Contact Information

Client Reviews

PlanningTeam Financial Advisors are well-regarded for their knowledgeable and supportive staff. Clients appreciate their personalized service and the team’s commitment to helping them achieve financial independence.

Services Offered

  • Financial Planning
  • Retirement Planning
  • Business & Farm Succession
  • Insurance Planning
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Table of Information

Service Details
Financial Planning Full-service planning for all financial aspects
Retirement Planning Strategies for a secure and enjoyable retirement
Business Succession Planning for business and farm succession to ensure continuity
Insurance Planning Comprehensive insurance strategies to protect your assets

Johnson Wealth Management, LLC

Overview

Johnson Wealth Management, based in Grand Forks, ND, offers comprehensive financial planning services. Their fee-only model ensures objective advice tailored to each client’s financial goals.

Contact Information

Client Reviews

Clients of Johnson Wealth Management appreciate their in-depth knowledge and personalized service. The firm is praised for its commitment to helping clients navigate major life changes and achieve their financial objectives.

Services Offered

  • Comprehensive Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning

Table of Information

Service Details
Financial Planning Comprehensive plans for all life stages
Retirement Planning Customized strategies to secure retirement goals
Tax Planning Efficient tax strategies to minimize liabilities
Estate Planning Managing and protecting your estate for future generations

Light Financial Services, Inc.

Overview

Light Financial Services in Fargo, ND, offers fee-only financial planning services, specializing in budget management, retirement planning, and charitable giving. Their personalized approach ensures each client’s unique needs are met.

Contact Information

Client Reviews

Light Financial Services is highly rated for their thorough and client-centered approach. Clients appreciate their expertise in budget management and the clarity of their financial plans.

Services Offered

  • Comprehensive Financial Planning
  • Budget & Debt Management
  • Retirement Planning
  • Charitable Giving

Table of Information

Service Details
Financial Planning Holistic plans covering all financial aspects
Budget Management Strategies for effective budgeting and debt management
Retirement Planning Secure plans for a comfortable retirement
Charitable Giving Planning for effective and meaningful charitable contributions

Conclusion

Choosing the right financial planner can make a significant difference in achieving your financial goals and securing your future. The financial planners listed above are among the best in North Dakota, offering a range of services tailored to meet diverse needs. By consideringthe above-mentioned aspects such as credentials, services offered, fee structures, client reviews, accessibility, and ethical standards, you can make an informed decision when selecting a financial planner. Remember, a good financial planner will not only help you manage your wealth but also guide you through major life changes, ensuring that your financial goals are met with professionalism and care.

In summary, North Dakota offers a variety of highly qualified financial planners, each with their unique approach and specialties. Whether you’re planning for retirement, managing investments, or looking for comprehensive financial advice, the planners listed in this guide are well-equipped to help you achieve your financial aspirations. Make sure to reach out to them, review their services, and find the best fit for your financial needs.

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