CFP® PROFESSIONAL, FIDUCIARY, & FEE-ONLY
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IN THE U.S. THERE ARE ABOUT 300,000 ADVISORS
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ABOUT 25% ARE CERTIFIED FINANCIAL PLANNERS®
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APPROXIMATELY 6% ARE FEE-ONLY
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ONLY A FEW USE MODERN RETIREMENT INCOME PLANNING STRATEGIES
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EVEN LESS DO COMPREHENSIVE PLANNING WITHOUT CONFLICTS
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WE ARE EXPERT RETIREMENT PLANNERS
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A TYPICAL ADVISER USES OUTDATED RETIREMENT INCOME RESEARCH AND WITHDRAWL TECHNIQUES (LIKE THE 4% RULE) THAT RESULT IN UNREALSTIC CASH FLOW PROJECTIONS, AND OFTEN HAVING TOO MUCH MONEY AT END OF LIFE
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WE USE INNOVATIVE RETIREMNT PLANNING STRATEGIES THAT RESULT IN HIGHER RETIREMENT INCOME (SEE MORE DETAILS BELOW)
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OUR SERVICE MODEL IS DIFFERENT...AND BETTER
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OUR PLANNING PROCESS INCLUDES RETIREMENT, INVESTMENTS, CASH FLOW, EDUCATION, INSURANCE, TAXES AND ESTATE PLANNING
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WE HAVE VARIOUS OPTIONS INCLUDING % OF ASSETS, FEE-FOR-SERVICE, HOURLY RATES, AND RETAINER PROGRAMS
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WE ARE PICKY. WE HAVE HIGHER NET WORTH CLIENTS, AND LESS OF THEM BY DESIGN, SO WE CAN SPEND THE RIGHT AMOUNT OF TIME ON YOUR FAMILY'S PLAN
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