A: Of course. Give us a call (877) 975-7400 or click HERE to set up a time.
A: Yes. More and more of our clients are out of state and we are perfectly comfortable working with you remotely. We use technology that lets us instantly and easily share our computer screen so we can both view the same documents as we speak. Many clients prefer these virtual meetings as they are both …View Article
A: We charge a small percentage of the assets we manage. Our fee typically ranges from .5% to 1.5% and includes financial & retirement planning, review meetings, investment management and related services.
A: All investment accounts are held at TD Ameritrade and clients have online access 24×7.
A: No one firm can be right for everybody, and we don’t expect every prospective client to be a perfect fit for us. Our typical clients tend to have 4 things in common: They are smart. Of course, they are; they hired us. They find us or are referred to us when they are within …View Article
A: Yes! The word fiduciary means that we provide unbiased investment advice, free of conflicts of interest. We promise to always put our clients’ interests first. This is the standard of care that you would expect from your doctor, lawyer, accountant, or virtually any other professional.
A: Everything. At least that’s our hope. In addition to managing your money, we can help you figure out what life changes will make you the happiest. This retirement life coaching aspect of our services may be the most valuable interactions we have together. We also realize that managing a client’s life savings is an awesome …View Article
A: We are an independent financial advisory firm, specializing in financial planning, investment management and financial life coaching. Our Team has deep expertise in investments, insurance, estate planning, and taxes.
A: Hi, there. I’m Jeremy. I am the founder and Chief Planner at Planning Great Retirements. You can read about me and watch my video on the About Us page. If you would like to know more, just call my office or email me from the Contact Us page. Enough about me…my team and I …View Article
A: Well, just to be clear, our services are not free. However, all the information on our website, including tools/resources and webinars will always be free. We are not afraid of giving away so much that prospective clients do not need to hire us. If we do, great. We know that some people are do-it-yourselfers …View Article