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Showing ideas from: Jill on Money with Jill Schlesinger (Audacy)
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Fee-Only Financial Planning Service
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This business idea involves creating a fee-only financial planning service aimed at individuals seeking expert advice on complex financial products like annuities. Many people find financial products confusing and may not be aware of the optimal strategies for managing their investments, especially when it comes to surrendering annuities or re-investing in more lucrative options. By providing impartial, expert advice without the conflict of interest that comes with commission-based models, a fee-only financial planner can help clients navigate these decisions. The target audience would include retirees or pre-retirees who may have significant investments in annuities or other complex products and need guidance on how to manage their assets effectively. This service could leverage online consultations, webinars, and a subscription-based model for ongoing financial advice.
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