9784 W. Yearling Road
While developing a customized financial program, we will walk you through a step-by-step process that will help you to feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
To execute a sound financial program, each of our services is personally focused to recognize and appreciate your goals and aspirations.
Unlike other financial firms, we don't have any product sales quotas, so will recommend products and services tailored to your specific risk tolerance, investment objectives and financial goals.
1. Personal Financial Planning Services:
For those that meet our minimum asset requirements and seek an ongoing relationship with our firm, the following services are all inclusive:
For those of our clients who have less than $500 thousand in assets under our management, the following services are available:
2. Retirement Planning: a detailed financial planning commitment that focuses on retirement options and savings requirements to pursue your goals. For self directed investors, this also includes a portfolio review. The following are addressed:
Cost: Fees typically range from $1500 to $2500 depending on the scope of engagement
3. Financial Reality Check: two separate 2-hour meetings focusing on a select few financial issues including:
You will receive:
A short summary of recommendations
Schedules, graphs, calculations, etc as discussed and prepared during the meeting.
Cost: The fee for a Financial Checkup is $500
4. Periodic Updates:
Cost: The hourly rate is $125 for updates.
firstname.lastname@example.org | (623) 225-9856