Financial Advisor Counsel You Can Rely On
We believe great financial advisor should be accessible. Transparent fees, honest advice, proven strategies.
Comment nous vous aidons
Des services professionnels de financial advisor conçus pour des résultats concrets.
Retirement Planning
Retirement Planning
Building a personalized retirement roadmap that accounts for your desired lifestyle, Social Security timing, healthcare costs, and investment strategy to ensure you don't outlive your savings.
- Retirement income projections and gap analysis
- Social Security optimization strategies
- Required minimum distribution planning
Investment Management
Investment Management
Managing diversified investment portfolios tailored to your risk tolerance, time horizon, and financial goals with ongoing monitoring and rebalancing.
- Risk-appropriate asset allocation
- Quarterly portfolio reviews and rebalancing
- Tax-efficient investment strategies
Comprehensive Financial Planning
Comprehensive Financial Planning
Creating a holistic financial plan that integrates budgeting, debt management, insurance, investments, taxes, and estate planning into a cohesive strategy.
- Net worth analysis and goal mapping
- Cash flow and debt reduction planning
- Annual plan reviews and updates
Education Savings Planning
Education Savings Planning
Helping families save for college and private education through 529 plans, Coverdell ESAs, and other tax-advantaged strategies without derailing retirement goals.
- 529 plan selection and contribution strategy
- Financial aid impact analysis
Insurance & Risk Management
Insurance & Risk Management
Reviewing your insurance coverage to ensure adequate protection for your family and assets including life, disability, long-term care, and umbrella policies.
- Life insurance needs analysis
- Disability and long-term care planning
- Policy review and cost optimization
Tax-Efficient Wealth Strategy
Tax-Efficient Wealth Strategy
Coordinating investment decisions with tax planning to minimize your lifetime tax burden through asset location, tax-loss harvesting, and Roth conversion strategies.
- Roth conversion analysis and timing
- Tax-loss harvesting execution
- Capital gains management
Comment ça fonctionne
Un processus simple et transparent du début à la fin.
Rendez-vous découverte
Nous prenons connaissance de votre situation financière, de vos objectifs et de vos préoccupations lors d'un entretien confidentiel et sans pression.
Plan personnalisé
Nos conseillers élaborent une stratégie financière complète adaptée à votre situation et vos objectifs.
Mise en œuvre
Nous mettons votre plan en action en sélectionnant les produits et stratégies adaptés pour optimiser votre avenir financier.
Suivi régulier
Des points réguliers garantissent que votre plan reste sur la bonne voie et s'adapte aux évolutions de votre vie et du marché.
À propos de Bordeaux Financial Advisor
At Bordeaux Financial Advisor, we've been proudly serving Bordeaux since 2021. Founded by Thomas Brown, our team is dedicated to providing exceptional financial advisor services. We believe in honest work, fair pricing, and building lasting relationships with our customers.
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Our Track Record
Results that speak for themselves.
Études de cas
Des résultats réels pour des clients réels.
Solution complète en Financial Advisor
Une approche sur mesure qui a dépassé les attentes et obtenu des résultats mesurables pour le client.
Partenariat stratégique réussi
Un partenariat à long terme axé sur l'amélioration continue et la croissance de l'entreprise.
Défi complexe résolu
Une situation complexe gérée avec expertise et attention, garantissant le meilleur résultat possible.
Resources & Guides
Free resources to help you make informed decisions.
Retirement Planning Guide
Essential steps to secure your financial future and plan for retirement.
Read More →
Tax Optimization Strategies
Smart strategies to minimize your tax burden and maximize savings.
Read More →
Investment Basics
A beginner-friendly guide to understanding different investment options.
Read More →Derniers articles
Conseils d'experts, astuces et actualités de notre équipe financial advisor.
RetirementHow Much Do You Really Need to Retire?
The 'multiply by 25' rule is a start, but your retirement number depends on factors most calculators miss.
Lire la suite →
InvestingRoth IRA vs. Traditional IRA: Which Is Right for You?
The tax-now vs. tax-later decision depends on your current income, expected retirement tax bracket, and time horizon.
Lire la suite →Market InsightsHow to Stay Calm and Invested During Market Volatility
Market downturns are normal. Here's why staying the course beats trying to time the market.
Lire la suite →
RetirementSocial Security Claiming Strategies That Maximize Your Benefits
When you claim matters more than most people realize. The difference between 62 and 70 can be hundreds of thousands.
Lire la suite →Financial Planning Checklist for New Parents
From life insurance to college savings, here's what to prioritize when you're starting a family.
Lire la suite →Problèmes que nous résolvons
Les défis courants de nos clients — et comment nous les aidons.
Not sure if you're saving enough to retire comfortably?
Most people underestimate how much they'll need in retirement. A professional analysis accounts for inflation, healthcare costs, and longevity risk to give you a realistic number.
Overwhelmed by investment options and conflicting advice?
Between 401(k)s, IRAs, brokerage accounts, and countless fund options, decision paralysis is real. A fiduciary advisor simplifies choices and builds a portfolio aligned with your goals.
Worried the next market downturn will wipe out your savings?
Emotional investing — selling in panic and buying in euphoria — destroys wealth. A disciplined strategy with proper diversification keeps you invested through market cycles.
Paying too much in taxes on your investments?
Asset location, tax-loss harvesting, and strategic Roth conversions can save thousands over your lifetime. Without coordination, investment gains get eroded by unnecessary taxes.
Approaching retirement and have no idea if you're ready?
The transition from accumulation to distribution is the most critical financial shift of your life. Proper planning prevents running out of money and maximizes your income in retirement.
Questions fréquentes
Vous avez des questions ? Nous avons les réponses.
How much do financial advisors charge?
Fee structures vary: fee-only advisors typically charge 0.5-1.5% of assets under management annually, or $150-$400/hour for planning. Commission-based advisors earn from product sales. Fee-only fiduciary advisors are generally recommended to avoid conflicts of interest.
What's the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary is legally obligated to act in your best interest. Non-fiduciary advisors (brokers) only need to recommend 'suitable' products, which may include higher-commission options. Always ask if your advisor is a fiduciary.
When should I start working with a financial advisor?
Anytime you have complex financial decisions — starting a career, getting married, having children, buying a home, receiving an inheritance, or planning retirement. The earlier you start, the more time your strategy has to compound.
How often should I meet with my financial advisor?
Most clients meet 2-4 times per year for reviews, plus additional meetings for major life events. Your advisor should also be available between meetings for questions and adjustments.
Do I need a financial advisor if I already have a 401(k)?
A 401(k) is one piece of a larger financial picture. An advisor coordinates all accounts, optimizes allocation, plans for tax efficiency, and ensures your total strategy — not just one account — is working toward your goals.
Ce que disent nos clients
Ne nous croyez pas sur parole — écoutez nos clients satisfaits.
“They showed us we could retire 3 years earlier than we thought. Having a clear plan with real numbers took all the anxiety away.”
William Smith
“I was invested 80% in my company's stock. They diversified my portfolio without triggering a huge tax bill. That kind of expertise matters.”
Amanda Williams
“After my divorce, I needed a financial reset. My advisor created a plan that got me back on track and feeling confident about my future.”
Thomas Brown
“The Roth conversion strategy they designed saves us an estimated $120,000 in taxes over our retirement. That's life-changing money.”
Jessica Jones
“For the first time, I have a real financial plan — not just a folder of statements. I know where I'm going and how to get there.”
Daniel Garcia
Planifiez votre consultation gratuite
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Contactez-nous
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Téléphone
+33 1 94 65 61 95
Adresse
184 Main Street, Bordeaux