Advise Financial - Invidious

Advise Financial

Advise Financial, founded in 2016, is a Fee-Only Fiduciary firm serving clients nationwide from its Palm Beach location. We do not sell products; our advice is unbiased and exclusively in your best interest. Alonso Rodriguez Segarra, CFP® (Founder/CEO), leads with 27 years of experience, specializing in empowering pre-retirees and retirees.
Expertise: Comprehensive financial planning, portfolio management, and investment management. We offer hourly consultations for portfolio validation, specializing in tax strategies for Roth conversions and RMDs for retirement income.
Alonso's commitment has earned him national recognition, sharing lists with industry giants. This includes GOBankingRates Top 100. Investopedia Top 100

www.gobankingrates.com/author/arodriguez_segarra/
www.investopedia.com/top-100-financial-advisors-75…

Educational content only. Past performance is not indicative of future results. Consult your professional.

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25:20

Roth Conversions- Webinar

Advise Financial

Shared 1 month ago

100 views

24:15

Webinar Did You Inherit an IRA? Know the Key Rules

Advise Financial

Shared 3 months ago

170 views

26:11

Webinar: Understanding and Planning for RMDs

Advise Financial

Shared 4 months ago

60 views

7:03

The Big Beautiful Bill

Advise Financial

Shared 5 months ago

54 views

29:07

Worried about your retirement? | Top 5 financial traps to avoid to ensure a worry-free retirement.

Advise Financial

Shared 8 months ago

41 views

35:25

Webinar "The top 5 investment mistakes to avoid in uncertain times" "webinar #investmentmistakes

Advise Financial

Shared 9 months ago

76 views

9:11

Million-Dollar 401(k): Tax-Saving Secrets #401k #retirement #financialadvisor #fiduciary

Advise Financial

Shared 1 year ago

510 views

7:29

$1MM in your investment portfolio. Should you apply for Social Security at age 62 or 67?

Advise Financial

Shared 1 year ago

79 views

7:29

Get the Financial Advice you need when you need it #hourlyplanning #investment #retirementplanning

Advise Financial

Shared 1 year ago

2K views

12:53

I am a DIY investor and I want to know if my portfolio is on the right track #portfolioreview #cfp

Advise Financial

Shared 1 year ago

77 views

9:27

Tax-Optimize Retirement: How a ROTH Conversion can save you thousands #investing #retirement

Advise Financial

Shared 1 year ago

30 views

11:03

When should I fire my financial advisor? #portfolio #retirementplanning #investing #financialadvisor

Advise Financial

Shared 1 year ago

26 views

9:42

Stress-Free Retreat in Palm Beach: Do you know if you can retire? #retirementplanning #investing

Advise Financial

Shared 1 year ago

28 views

1:43

Meet Advise Financial

Advise Financial

Shared 1 year ago

75 views

11:25

What should I do with my 401k in retirement? #portfolio #investment #retirement #401k #planning

Advise Financial

Shared 1 year ago

38 views

1:14

You should have a recipe for your #portfolio #investment #retirement

Advise Financial

Shared 1 year ago

2 views

1:28

Does your portfolio take into account your personal finances? #portfolio #investment #retirement

Advise Financial

Shared 1 year ago

4 views

1:10

What are the ingredients of your portfolio? #investment #portfolio #retirement

Advise Financial

Shared 1 year ago

10 views