Best Financial Consulting Courses Miami Near Me

4worldlovers: Searching for a Florida financial planners that are going to fit all your Retirement, Financial, Tax and Estate planning needs? Researching the many firms that come up in a Google search can be exhausting, and there are many different factors to consider.

As an example, do the Financial Advisors in Miami, or another city that you’re researching have a minimum investible asset level requirement?


Which wealth management firm in Florida offers Florida residents a family office service?

Where do you find wealth management in Miami, Florida specializing in working with women in transition?

There’s a lot to consider when researching a top Florida financial advisor, and Manna Wealth Management’s hope is to make that search easier for you.

While reviewing financial advisors in Miami, Miami Beach, Fort Lauderdale, Tampa, Coral Gables, and throughout Florida state you’ll get a sense of what’s offered by each firm.

Highlights of the Florida investment advisors and what makes them a standout are widely unique. Thus, if you’ve been looking for expert financial guidance from a Florida firm, Manna Wealth Management is here to help.

The right Florida investment advisors and Florida Financial Advisors can help people save for a comfortable retirement, fund business expansion, or send their children to college, all while monitoring their Financial Plans on a day-to-day basis.

No matter what your future aspirations are, it’s important to find the best wealth management firm in Florida that can guide you there.

How can a financial advisor help me with my financial goals?

What qualifications should I look for when choosing a financial advisor?

Are there any potential conflicts of interest I should be aware of when working with a financial advisor?

What types of investments do you recommend for someone in my financial situation?

How do you stay updated on current market trends and economic conditions?

Do you have experience working with clients in similar financial situations as mine?

How do you determine the appropriate level of risk for my investment portfolio?

Can you provide examples of your past performance in managing client portfolios?

How will you communicate with me and provide updates on my investments?

Can you help me with estate planning and wealth transfer strategies?

How do you stay objective and unbiased when providing financial advice?

What is your process for creating a financial plan for your clients?

How do you handle conflicts between different financial goals I may have?

Do you have experience working with individuals in my profession or industry?

How do you determine the appropriate time horizon for my investment goals?

Can you assist me with creating a financial plan for starting a business?

How do you handle changes in my financial situation or goals over time?

How do you assess the tax implications of my investment decisions?

Can you help me with financial planning for major life events, such as marriage or divorce?

How do you handle conflicts of interest when recommending specific investment products?

Can you help me with planning for long-term care or nursing home expenses?

How do you prioritize competing financial goals in my overall plan?

Can you explain the potential risks and rewards of different investment strategies?

4worldlovers:
We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back.


Those beliefs are the foundation of Manna Wealth Management and we believe it’s what makes financial planners and financial advisers so unique.

Planning your financial future is done in the best interest of the client. Not the other way around. Full range of planning and investing completely free of transaction fees

Including stocks, bonds, ETFs and over 8,000 mutual funds. A universe of choices at your fingertips.

Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Diversification does not guarantee profit or protect against loss in declining markets.

Independent research regarding investment options spanning sectors and markets allow you to diversify with confidence.

We help alleviate your concerns about the future, relieve the burden on your loved ones, and ensure that you’re leaving behind the kind of legacy you deserve.

4worldlovers:
Florida is special. We know that's why you're here. That's why we're here. And we understand you have unique “Floridian” goals. From investing towards your retirement, saving for your children's education, purchasing a new boat or finally getting a beach home in the community of your dreams. We get it. And we're here to help make those dreams a reality.


Led by Jason Mickool, an industry expert with 25 years of experience and recognized as a Top Financial Advisor, Florida Financial Advisors is a comprehensive financial planning and wealth management firm with highly skilled certified financial advisors specializing in serving the needs of “Floridians”.


So sit back, and enjoy exploring our website – where you can find a wealth of financial resource tools, videos and articles. Together, let's start planning your financial future – today.


FFA has designed unique ways to enhance your plans to grow your wealth, invest in your future and protect your family.

The FFA Solution was created with “Floridian” as the centerpiece of financial success.

Since the financial crisis, major corporations have selected Florida as their headquarters. In turn, this has driven massive growth in every industry from technology to defense to health care. With great companies, comes great employees and in turn – complex benefits.

Our FFA model was designed to help you maximize your largest opportunity to accumulate assets: your employer. From robust matching 401(k)s, to stock options to pensions (yes, many Florida employers still offer pensions, something not seen with many employers), we will explore all avenues to be sure you are getting the highest return from your employer benefits package.

So whether you need guidance on financial planning, wealth management, insurance, investing, retirement, estate planning or wealth preservation – we are committed to help you navigate your financial options to ensure achievement of your financial goals.

Explore dozens of presentation-style flipbooks. Each page is filled with financial advice, reports and insights.

Choose from hundreds of well-researched articles, covering a wide range of financial topics from tax to retirement.

Explore information by video to learn more about professional, personal or business finance.

4worldlovers:
We are an Independent Asset Management and Retirement Planning Firm dedicated to helping Retiree’s live the retirement of their dreams by providing Unbiased Advice, Strategic Planning, and Smart Investment Strategies.

The Financial Planning Process & Investing process begins with a complimentary meeting to assess your current situation and to determine your financial goals.

4worldlovers: United Financial Consultants is a privately held life and health insurance brokerage services company established in 1982. We specialize in individual and corporate benefits. Since its inception the company’s focus has been to negotiate with carriers and be able to offer the most competitive, diversified, and quality insurance products and services.

United Financial Consultants has presence in Venezuela, Mexico, Colombia, Brazil, Paraguay, Ecuador, Costa Rica and Jamaica.

We work with solid financial carrier and have stablished solid relationships.

We specialize in customizing individual and corporate plans of any kind.