We offer a complimentary one-hour introductory consultation to all prospects. This meeting allows us to get to know one another and determine how we can best help you.
Hourly General Advice:
General advice from an experienced CERTIFIED FINANCIAL PLANNER™ based on your personal situation.
Your personal financial goals
General Financial Principles
Educate on different types of investment accounts (ex: IRA’s, HSA’s, 529 Plan’s, 403b’s, 457’s, 401k’s, Brokerage Accounts)
There will be no comprehensive analysis (or plan) that can answer questions such as: “How much do I need to start saving to retire at age 55?” or “Will I run out of money if I keep spending this amount each year?”
Wise Financial Planning
For the do it yourself investor we offer a comprehensive review and analysis of your current financial situation that is tailored to you and your household. We take a deep dive into your personal financial situation and provide you strategies to accomplish your financial goals.
Our comprehensive plan addresses the following items:
In-Depth Retirement Plan
Cash Flow Analysis
Small Business Retirement Planning
Investment Analysis over All Investment Accounts
Social Security Planning
Our comprehensive plan is a 7 step process, completed over a 3 month period.
Introduction Call: 1 Hour (Zoom or In Person)
Transparent Agreement (Engagement Letter)
Review and Scenario Creation
Analysis and Development
Plan Implementation and Follow Up
Fee Based Asset Management
For the investor who wants a full-time advisor and a team behind them, we offer the fee based approach
Discretionary Asset Management
Rebalancing Models and Strategies as needed
On-going comprehensive financial planning
Tax Loss Harvesting
The breakdown of our advisory fees are as follows:
10,000,000 and up
One-Time Services: $2,500.00
(includes 10 accounts)
Opening and establishing investment accounts for small businesses:
Define Contribution Plans
Define Benefit Plans
Items we will take care of.
Prepare and issue new account paperwork.
Process and establish the new account.
Set up the employer/employee contributions.
Other services we provide for small businesses.
Supplemental Retirement Income
Business Succession Planning
Non-Qualified Deferred Compensation Plans
Key Person Planning
162 Executive Bonus
Long Term Care
Take the Wise approach and schedule a 15-minute discovery call with our team. There’s no obligation or cost, just the opportunity to introduce ourselves and find out if we can be of service.
Investment advisory services offered through Mutual Advisors, LLC DBA Wise Capital Partners, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC.
Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.