Amended 1099′s
Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013You need a plan, we have a process. Our financial planning services will help you define your investment objectives and achieve your financial goals.
You wouldn’t build a house without blueprints, and you certainly wouldn’t drive across the country without a road map. Why anyone would invest a dime of their hard earned money without a financial plan is completely baffling!
Other financial advisors offer watered down financial planning services. Services which are designed to sell insurance or investment products (when all you have is a hammer… everything looks like a nail).
We believe financial planning and investment management are mutually exclusive. In fact, we’ll even create a financial plan that’s so rock solid you can implement it on your own!
Our financial planning services:
- Hourly financial planning. For clients who want a quick portfolio “tune-up” or just need some financial advice. We work one-on-one with you to tackle your toughest financial issues. Our hourly financial planning rate is $250.
- Project Financial Planning Services. For clients who need a more in-depth and comprehensive look at their situation – with real answers to tough questions – we work on a fixed flat fee or project basis. On average, our project financial planning engagements range from $1,000 to $2,500 depending on the estimated time involved and complexity of work.
- The Retirement Architect Program. For clients who need truly comprehensive retirement planning services, we provide a thorough process covering nearly every facet of your finances pre-retirement and throughout your life. Learn more about the Retirement Architect Program here.
Our hourly, fixed fee and project financial planning services are always independent and unbiased. Our goal is to help you achieve your goals – no pressure, no gimmicks and no sales pitch!
