FLAT FEE FINANCIAL PLANNING FOR DO-IT-YOURSELF INVESTORS
GET THE FINANCIAL ADVICE YOU NEED, WITHOUT COMMITTING TO AN ONGOING CONTRACT
IF YOU WANT TO…
Know your money will last you through retirement
Get a personalized financial plan that can help get you where you want to be
Get a professional portfolio allocation from a fixed-fee Certified Financial Planner™
All for a flat, fixed fee (typically between $300 and $5000)…
SCHEDULE A 15-MINUTE CALL WITH MITCHELL TODAY TO LEARN MORE ABOUT HOW WE CAN HELP YOU
Are you a do-it-yourself investor who wants to know for sure that your portfolio is properly allocated?
Or are you already on top of your financial situation, but you want to make sure that your money will last you through retirement?
If so, then you may be a good candidate for our flat fee financial planning services.
WE DO:
Portfolio allocation: If you’re a do-it-yourself investor, we can help you allocate your portfolio to meet your specific risk tolerance and investment goals.
Retirement planning: We can help you create a retirement plan that will help you retire comfortably.
Estate planning: We can help you create an estate plan that will protect your assets and ensure that your wishes are carried out after you pass.
Tax planning: We can help you minimize your taxes and maximize your financial returns.
Want to learn more about working with a flat fee financial advisor like us?
SCHEDULE A FREE 15-MINUTE CONSULTATION WITH MITCHELL TODAY
He’ll be happy to answer any questions you have and help you decide if our services are right for you.