3 Ways I Can Help with Your Retirement Goals

One-time Plan, Hourly Advice based upon need, or ongoing financial planning and wealth management.

1. One-Time Financial Plan and or Portfolio Analysis-

This plan is for anyone comfortable managing things on their own but is looking for financial peace mind knowing they are on track to retire and have the right mix of investments for their stage of life and risk tolerance. This is a one-time engagement. You will receive a comprehensive financial plan showing your probability score and portfolio analysis showing a GPA rating score of your investment portfolio powered by Nitrogen Wealth. This service does not include specific investment recommendations.

2. Hourly Fee Based Upon the Need Level.

My fee as a Senior Wealth Advisor and Founder is $350 per hour. This is designed for individuals comfortable managing things on their own but want a smart plan to build their wealth more effectively, make the right decisions at their stage of life, and or know that their financial plan is solid.

Level 1- Approx. 5 hours - Wealth Decisions Plan

You will be provided with a 9-Step Wealth Decisions Plan giving you steps to take in order of importance to help you achieve your most important financial goals whether that is financial independence, financial freedom or peace of mind knowing you can retire confidently on your terms.

Level 2- Approx. 10 hours - Wealth Decisions Plan, Portfolio Analysis, and Investment Recommendations.

Level 3- Approx 15-20 hours- Wealth Decisions Plan, Portfolio Analysis, Investment Recommendations, and Comprehensive Financial Plan.

3. Ongoing Financial Planning and Wealth Management with One Simple Monthly Advisory Fee

This is the most common arrangement I have with clients. The advisory fee is based upon assets under management. Whatever level you fall into, is the fee you will be charged. No confusing tier-based schedule.

The advisory fee covers ongoing financial planning, investment management, and important wealth decisions you will need to make over your financial life.

Since I believe financial planning is an ongoing process, clients will always have access to their financial plan on the RightCapital portal.

To explore the 3 Choices for Advice and Guidance go to:

⁠⁠https://www.momentouswealthadvisors.com

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

⁠⁠⁠⁠https://www.momentouswealthadvisors.com/book

To see what it would look like to hire me as your fiduciary financial advisor go to:

⁠https://www.momentouswealthadvisors.com/newclients⁠

To schedule a Discovery Call go to:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Brian D Muller(AAMS©), Founder, Wealth Advisor

Podcast Disclaimer:

The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.

We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

The current episode of the Wealth Decisions Podcast presents an in-depth analysis of the multifaceted approaches available for individuals seeking to enhance their financial planning and wealth management strategies. Host Brian Muller, a distinguished figure in financial services, delineates three pivotal options tailored to meet the diverse needs of clients as they prepare for retirement. The discussion begins with an exploration of the benefits of a one-time financial plan or portfolio analysis, particularly for those who may be comfortable managing their investments but require a professional evaluation to ensure their strategies align with their long-term objectives.

Muller articulates that such an analysis not only provides insights into the quality of one’s investment portfolio but also equips clients with a clearer understanding of their risk tolerance and potential market performance. The episode further transitions to examine an hourly consulting service model, which offers flexibility for clients seeking tailored advice without committing to a long-term advisory relationship. This model is particularly beneficial for clients at various stages of their financial journey, allowing them to engage with Muller’s expertise as needed, thereby fostering a strategic partnership in wealth management.

Ultimately, Muller emphasizes the importance of an ongoing advisory relationship, advocating for a continuous dialogue that allows for the dynamic adjustment of financial plans in response to life's inevitable changes and market fluctuations. The episode serves as a compelling reminder of the necessity for individuals to engage in proactive financial decision-making, reinforcing that effective wealth management is an ongoing process that requires vigilance and adaptability.

Takeaways:

• The Wealth Decisions Podcast emphasizes the importance of understanding financial planning and wealth management.
• Listeners are presented with three distinct options for financial advice tailored to their unique needs.
• The podcast discusses the significance of ongoing financial planning in adapting to changing circumstances over time.
• A detailed portfolio analysis is offered to assess risk and improve investment strategies for clients.
• Listeners are encouraged to consider their own financial goals and the benefits of professional guidance.
• The episode highlights the role of financial advisors in providing continuous support throughout one's financial journey.