15minuteadvisor

Take the next step towards securing your financial future

Get in touch today with one of our trusted advisors to find a solution that fits your needs

Our Mission

There are approximately 76 million people in the U.S. who are a part of the Baby Boomer Generation. In fact, every day until 2029, 10,000 Americans will reach their 65th birthday. After two major stock market drops since the turn of the century, Baby Boomers know that they need to protect their assets and financially prepare themselves for retirement. The 15 Minute Advisor was created to be a fun, interactive way to connect pre-retirees and retirees with trusted financial experts. There are real questions and concerns that they may have about their unique situation before and during retirement. Dealing with the day-to-day finances can be stressful and challenging. Getting yourself prepared for retirement, managing your investments are big obstacles to face alone. People want to get a second opinion to feel confident with their retirement decisions. The 15 Minute Advisor allows you to ask questions from the comfort of your own home without any expectations.

Why 15 Minute Advisor

We have partnered with hundreds of financial professionals nationwide who have in-depth industry knowledge to answer your specific questions, but that also adhere to strict ethical guidelines that have your best interest in mind.

Testimonials

“My current advisor had no clue about Social Security planning, so I thought what the heck I’ll give the 15-minute advisor a call. Not only did she help us determine the best filing strategy, we were able to coordinate our other retirement plans with social security.”

“At first I was a bit skeptical speaking to an advisor I’ve never met before about my finances. But after the first phone call it became clear that he was there to answer my questions. We did a few virtual meetings afterwards, and I couldn’t be happier with my decision to talk with a 15-minute advisor!”

“My husband passed away a few months ago, and I couldn’t make heads or tails of the insurance documents we had in our safety deposit box. I called the 15-minute advisor, and very quickly they were able to help me understand what I needed to do to file a claim. Thank you, 15-minute advisor!!”

“No stress…No sales pitches…The advisor listened and asked questions that made me feel that he really understood my situation…I couldn’t be happier with the outcome!!”

Contact Us

For a person to take control of their financial future, three things are required: Interest, Skill, and Time. Some people are either not interested or do not have the skill set to manage the complexities to plan for their own retirement. Quite frankly, some people simply do not have the time to keep up with the changing market. If you fall into one or more of these categories, a financial professional can help you to prepare for retirement or other life changes, avoid costly mistakes so you can sleep soundly at night.