Two ways to work with us, you choose:
Tailored for individuals/couples with a foundational understanding of finances, an income of over $100,000, assets exceeding $250,000, are inclined to implement changes themselves (but seek expert suggestions), and typically have not engaged the services of a financial advisor.
Avoid Financial Mistakes
Personalized Financial Roadmap
401(k) Allocation Recommendation
CFP® Hotline - Financial Questions
PlanAssist - $100 a Month
Cancel anytime, no long term contracts
A fit for individuals/couples with limited time or inclination to consult an advisor for managing financial decisions, who prefer us to oversee their investments, have an annual income exceeding $100,000, and have investable assets of $25,000 or more available for us to manage upon transfer.
Professional Money Management
Diversified Across 7 Core Assets
Plus, all PlanAssist® Services
.60% Fee on Assets we Manage*
*$25,000 Minimum Investment
HAVE A PLAN
WORK THE PLAN
You’ve worked hard to get where you are—and while many tools and resources help you manage your money, having a partner in your corner and assisting with decisions can provide peace of mind.
Your Personal Financial Navigator
It is crucial to avoid financial mistakes and misinformation when planning for retirement. One of the most effective strategies is to create and adhere to a financial plan. This approach assists in avoiding impulsive purchases, underestimating or overestimating investment risks, and ensuring couples are aligned financially.
Are you in search of a solution that merges cutting-edge technology, allows you to stay in control of your investments, and provides individualized guidance? Allow us to introduce PlanAssist® - your ultimate platform for all financial needs. It's available at an affordable monthly subscription rate of $100, and with the convenience to cancel at any time, it offers you a personalized and intuitive financial plan.
Comprehensive Financial Education
Enhance your financial knowledge with in-depth resources, including tactics, meetings, Zoom sessions, and online materials. Gain unlimited access to our CFP® Hotline for real-time guidance.
Receive impartial advice aligned with your financial goals and risk tolerance, eliminating emotionally charged decisions.
Avoiding Financial Errors
Avoiding major financial mistakes is crucial for your progress. Our 90-day rapid start gets you on track quickly, guiding you to success.
The foundation for our ongoing collaboration. These steps are revisited repeatedly to create a personalized roadmap for your financial journey.
The tried-and-true approach to asset allocation centers around the "Time and Purpose" principle. Using this principle, we'll guide you in segmenting your assets into three categories: Immediate, Near Term, and Long Term. This categorization depends on the time frame, objective, your personal goals, and your risk acceptance level.
Taxes represent one of the most significant costs during retirement. Recognizing this, we offer tailored tax strategies, ranging from simple contributions to sophisticated tactics, all designed to help you save money over time. Some of the fundamental recommendations may include advising on which accounts to withdraw income from and in what sequence.
The foremost and prevalent method to safeguard your lifestyle is through insurance. We provide assistance, and if necessary, collaborate with your insurance agent to achieve a balanced insurance coverage. Our goal is to help you secure your lifestyle without incurring unnecessary expenses.
Question & Answer
This could be the most beneficial feature offered by PlanAssist®. Having the capability to pose questions, receive impartial responses, and assess them to make the most advantageous decisions for you and your family is a vital component of PlanAssist. The healthcare equivalent would be having a doctor at your disposal to discuss symptoms and remedies when dealing with a health concern.
Assessing investment performance isn't merely about calculating percentage profits or losses. We delve deeper, helping you comprehend your returns in relation to risk, market dynamics, and similar investments. Evaluating investment returns can be compared to deciphering a report on your blood analysis with your doctor. It's important to grasp the subtleties and relative implications of the figures.
Our cutting-edge technology presents a visualization of your income and expenses, emphasizing both current and future estimations to pinpoint potential deficits or surpluses. This technology gives you the ability to explore various scenarios, such as retiring at age 62 or 65, or considering part-time work during retirement. It supports you in making financial decisions with greater confidence and foresight.
We aid in devising a plan for the distribution of your assets in accordance with your desires. One of the simplest, most cost-efficient, and straightforward methods to facilitate this process is to ensure that all your financial accounts have up-to-date beneficiaries. You will also require an attorney to ascertain that crucial documents, such as your Will, Power of Attorney, Trusts (if applicable), etc., are current.