COMPREHENSIVE
FEE-BASED FINANCIAL PLANNING PACKAGE

WHY FEE-BASED?

Being a fee-based financial advisor allows us to provide you with personalized and independent advice. We can focus on your best interest at heart. This approach removes any conflict of interest to sell certain products or services. In addition, this also means that there is no hidden fees or charges. With this model, you can be confident knowing that whatever recommendations we make, it's based on your financial plan and best interests at heart.

WHATS INCLUDED?

• Use RightCapital wealth management software to;
• Produce multiple retirement plan scenarios based on age, monthly expenses, risk levels, and different rates of returns
• Stress test the results against seven factors that negatively impact results
• Project taxes in retirement
• Analyze if converting dollars to Roth IRAs make sense for current tax and estate planning purposes
• Help organize estate plan info and project any future taxes
• Plan strategy on how to create retirement income
• Model charitable giving strategies to reduce taxes
• Work with CPAs, estate lawyers, mortgage brokers etc. to answer any questions you may have on these issues.
• Perform due diligence on different investments and products
• Review and asses economic and investment outlooks from LPL research and several outside sources.
• Be available for emails, phone calls and meetings at your convenience. We respond to most emails or calls within hours and are readily available for meetings. 
• We have full time staff that process anything you would need quickly and efficiently.
  
• We host at least two zoom meetings per year with experts on topics like Medicare, social security, and economic updates.