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)…
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.
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?
He’ll be happy to answer any questions you have and help you decide if our services are right for you.