Free analysis of your financial position and issues you may need to address. Find out how much you can save through smarter tax and investment management. Yours for free. Standard cost may reach Hundreds of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $195. Standard cost may reach Thousands of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $99. Standard cost may reach Thousands of Dollars.

 

Schedule a private call with your own financial advisor. Walk through your financial plan, and get further advice for implementation. Pay the lowest cost available for top expert advice.

‘Fiduciary’ means the advice you get from us has only one set of priorities and benefits: your own. Financial planning based on our service is guaranteed to be free of any hidden commercial and third party incentives: we do not sell you financial products or packages, nor do we receive commissions from any financial-services company or organization. All our advisors are bound by that professional oath, like your attorney would be, for example.

We are confident that you will be completely satisfied with the exceptional value that our services provide. Nevertheless, if for any reason you are not satisfied, all of our services carry a full money-back, no questions asked guarantee.

This term refers to the method of compensation for the financial planner. "Fee-only" planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. "Fee-only" planners believe there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.

This service is registered with the Securities and Exchange Commission (SEC) under our formal name FinancialAdvice4Me LLC. You can find us on the SEC website at: www.adviserinfo.sec.gov. As RIA's our business is regulated. All companies registered as Investment Advisors with the SEC receive fees - not commissions.

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

Our services
Free Financial Assessment
Objective Financial
Plan & Investment Advice
Consult an Expert
PFA introduction video
Live chat
Napfa


Financial Plan and Investment Advice

What you get:

  • An Objective Financial Plan accompanied by Recommendation Highlights to help you accumulate sufficient financial resources for retirement and other major life events.
  • Analysis of your entire financial matters in order to utilize long term tax benefits to the maximum.
  • Recommendation of the right financial risk capacity for you based on your financial and personal circumstances.
  • Recommendation of the right Asset Allocation for you as well as your suitable mix of cash savings.
  • Objective Investment Advice to guide you to invest in funds that suit you best.
  • Ongoing Investment Advice on a quarterly basis to make sure your investments stay on track (optional for additional $12/quarter)

Click here to view an example of recommendation highlights (PDF)

Click here to view an example of a financial plan and investment advice (PDF)

Price: $99    

       

How it works:

Using a friendly, chat-based interview, you are asked 30 to 40 questions which are needed to perform an accurate calculation of your financial situation and assess your financial health. Among other topics, the interview collects income data, owned real estate data, liabilities, and investment portfolio data. It includes questions such as:

  • What is your employment status?
  • What is your current annual salary?
  • Do you receive a pension from prior employers? How much?
  • Do you receive money from social security? How much?
  • Do you have income from financial assets such as interest and dividends? How much?

The interview is interactive and dynamic. Various questions may be asked based on answers provided to previous questions. You set the pace of the interview and, if necessary, can stop and continue at a later time.

The data collected during the interview is processed and analyzed by People's Financial Advisor. Your Objective Financial Plan and Investment Advice report is generated and sent to you via email, accompanied by your recommendation highlights.

Click here to view an example of recommendation highlights (PDF)

Click here to view an example of a financial plan and investment advice (PDF)

 

Price: $99