Achieving any goal begins with a plan. Whether your focus is transforming savings into reliable income, growing wealth or protecting it, our job is to help you identify the financial goals you value most, and present you with a range of possibilities (including before and after comparisons) so you can see which financial decisions most improve your outcome.
With a quality financial plan from The Prudent Planner, you won’t have to wonder if you are doing the right thing, you’ll know.
Financial Planning (click for details) | $1,250 flat fee comprehensive or $150 per hour
◊ Begin working towards the pre / post retirement goals you value most
◊ Identify tax advantages and hidden savings opportunities
◊ Get step by step recommendations and the help you need to implement them
Investment Management (click for details) | 0.50% – 1% annual fee
◊ Have an investment strategy
◊ Control expenses
◊ Avoid costly mistakes
We believe controlling cost is an important part of building and preserving wealth. We are mindful of our fees and committed to being transparent and fair. As an independent, registered investment advisor (RIA), The Prudent Planner is not affiliated with a large wall street firm, big bank or insurance company, which eliminates costly overhead, marketing and sales expenses. We pass this savings on to our clients in the form of lower fees.