Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and SCORE study. Behind any good small business retirement plan health is ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

If you run a small business, there’s already a lot on your plate. You’re in charge of managing employees, overseeing marketing campaigns and delivering services to your customers. But who keeps an eye ...

Learn how independent financial advisors operate.

It's a message we frequently repeat at Advisors Excel: When record-breaking results are achieved — as they have been in recent years by many financial professionals — it's easy for complacency to set ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.