Hourly Financial Consulting
The Problem
You need a thorough, independent review of your current financial situation, but it’s tough to find the necessary expertise for your unique situation and the costs of an unbiased financial plan and investment analysis can be excessive.
The Solution
StrategicPoint Investment Advisors provides easy-to-understand hourly financial consulting as needed, without any pressure to purchase any other products or services.
The Benefits
• Sound financial strategies, regardless of account size or net worth
• Customized advice for all pertinent areas of your financial life to help you realize opportunities to make or save money
• Exploration of a variety of wealth management issues of your choosing
• Access to a dedicated advisor for all of your financial questions, including meetings as needed
• A working financial plan (if needed), which provides specific action steps to help you achieve your goals
• Reviews and updates of your financial situation upon your request
The Process
• Register here or call 1-800-597-5974
• Complete a detailed risk assessment and financial planning questionnaire so we can understand your financial planning goals and determine your risk tolerance
• StrategicPoint Investment Advisors will do the rest!
Hourly Financial Consulting may include the following:
• Financial Executive Summary
• Asset Profile
• Retirement Plan/Wealth Forecasting (with desired and multiple alternative scenarios)
• Insurance Overview (Life, LTC, Disability)
• Education Funding
• Risk Assessment Questionnaire
• Morningstar Investment Layout
• Estate Planning
• Retirement Income Planning
• Investment Analysis
• Insurance & Annuity Analysis & Recommendation
• Pension Payout Analysis
• Executive Compensation & Stock Option Analysis
• College Funding
The Cost
$300 per hour
If you decide to engage our Portfolio Management services within a year of your Hourly Financial Consulting, a portion of this fee will be credited toward your investment management fee.
StrategicPoint Investment Advisors, LLC is a federally registered Investment Advisor and is affiliated with StrategicPoint Securities, LLC, a federally registered broker-dealer and FINRA/SIPC member.
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