Subscription Based Financial Planning is the Future of Advice.
A fictional character based on the book, Meet Wally Street The Reason You're Stupid. 2nd Edition. Wally Street wants all of your accounts so he can sell you products or charge you AUM fees. Once he gets your accounts, then your Free Financial Plan becomes an afterthought! Think about it. Once he gets your accounts, why should he work so hard on your financial plan? He is getting paid from your accounts, not your Free Financial Plan!
Watch out for this guy! Indexed Universal Life is the answer to everything. He makes a lot of commission from IUL. All he does is sell products like IUL's that pays him up to 100% in commissions. His tried and true favorite is annuities that pays him 6% in commissions or more! Beware of the tax consequences of liquidating your accounts! Eddie is a little vague when it comes to explaining tax consequences. He doesn't want to spoil his sales.
Billy Banks says, "Move all of your accounts to our bank. I know you need a 30 year mortgage. How about a Home Equity Loan? Or a credit card? What else can I sell you, so I can hit my quota?" Look out! He will chase you out to the parking lot trying to sell you something. Oh by the way, he wants you to move all of your investment and retirement accounts to him, so he can sell you investments that make him commissions.
Subscription Based Financial Planning geared towards younger clients.
For clients with an Adjusted Gross Income between $75,001 and $150,000
For those clients who have an adjusted gross income between $150,001 and $250,000.
For clients with an Adjusted Gross Income greater than $250,001.
Retirement Planning Services is an Employer paid fringe benefit.
The truth is that we live in an information overload society. Every month, you receive statements in the mail, or have to log into a multitude of web sites at different times of the month. How can anybody keep up with their assets and liabilities with this fiasco of an information overload process?
It is impossible without considerable sacrifices of your time.
What if you could log into one secure web site (Right Capital®) and see everything you own and owe in one place without disclosing any of your account numbers or making copies of anything? Would that appeal to you?
No opening or transferring accounts necessary.
Subscription Based Financial Planning
No assets-under-management fees required. Our fee does not go up when you add to your accounts.
We are a Fiduciary who works in your best interest.