Financial Advisory Business Ideas

IdeaPicker generated 12 business ideas about Financial Advisory by scanning Reddit for pain points of real people.

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12 ideas found.

A personalized financial advisory platform that specializes in explaining complex financial products like annuities to individuals, providing guidance on withdrawal strategies and implications at different life stages.
InvestingFinancePersonal FinanceFinancial AdvisoryAnnuity CalculatorsRetirement Planning Tools
Potential Monthly Revenue:$25000
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A personalized financial advisory service specializing in alternative investment options for individuals looking to secure a comfortable retirement without traditional stock market investments.
InvestingFinanceInvestmentPersonal Finance ToolsAlternative InvestmentsFinancial Advisory Services
Potential Monthly Revenue:$125000
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A personalized financial planning platform that offers tailored advice and recommendations to individuals looking to maximize their retirement savings and investment returns.
FinancialplanningFinanceInvestmentRetirement PlanningPersonal Finance SoftwareInvestment Tracking ToolsFinancial Advisory Services
Potential Monthly Revenue:$55000
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A platform that provides personalized financial advice and investment options for guardians of children who receive social security benefits, helping them make informed decisions between Roth IRAs and 529 plans based on individual circumstances.
PersonalfinancePersonal FinanceInvestment PlanningFinancial Advisory Tools
Potential Monthly Revenue:$60000
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A platform that provides personalized investment advice tailored specifically for law enforcement professionals, taking into account their unique financial situations and retirement plans.
FinancialplanningFinanceInvestmentPersonalizationRetirement PlanningFinancial Advisory
Potential Monthly Revenue:$14000
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A platform that offers personalized financial planning services for individuals who have inherited IRAs, helping them explore alternative investment options that align with their long-term goals of preserving capital, minimizing taxes, and ensuring regular monthly withdrawals.
FinancialplanningFinancial PlanningInvestment ManagementPersonalized Financial AdvisoryRetirement PlanningTax Optimization
Potential Monthly Revenue:$18000
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A personalized financial management platform that connects users with experienced financial advisors for tailored budgeting strategies and tools.
PersonalfinanceFinancePersonal FinanceBudgetingFinancial AdvisoryCustomized Tools
Potential Monthly Revenue:$4000
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An online platform that provides personalized financial planning advice for individuals facing decisions regarding pension plans, annuities, and cash offers.
FinancialplanningFinanceRetirement PlanningFinancial AdvisoryPersonal Finance Software
Potential Monthly Revenue:$65000
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A financial advisory platform that provides personalized guidance on the best option (401k withdrawal, 401k loan, personal loan) for individuals in similar situations based on their financial status and goals.
PersonalfinanceFinancial AdvisoryPersonal FinanceDecision-Making ToolsLoan Calculators
Potential Monthly Revenue:$50000
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A financial advisory platform that provides personalized recommendations for optimizing the fixed income portion of investment portfolios based on individual risk profiles and investment goals.
InvestingFinancial AdvisoryPortfolio OptimizationInvestmentRisk Management
Potential Monthly Revenue:$25000
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12 ideas found.

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