During or after the initial consultation, if you decide to engage us for services, we will arrange to collect key information about your personal and financial circumstances and objectives. Our discussion, and the information you share, will enable us to evaluate your position and make recommendations within the context of your stated financial needs and objectives.
• Comprehensive financial planning with implementation assistance
• Evaluation of client's current financial position and risk elements in a written report
• Life goals development and planning focused on the client's individual and family goals
• Review expense planning, savings, and tax strategies for improved wealth accumulation
• Retirement planning, funding and distribution strategies
• Longevity planning for health and care options with financial asset protection
• Estate planning strategies to protect survivors and assets
• Investment consulting and advice, individualized recommendations
• Implementation assistance includes:
- Asset allocation structure based on client's age, risk appetite and capacity
- Portfolio assistance considering suitable no-load index or actively managed mutual funds, exchange traded funds (ETFs), and individual securities to help clients attain their financial goals
- Assess tax efficiency of client's investments and recommended alternatives
- Referrals to trusted specialists to realize every aspect of the client's action plan
As your advisor, we provide professional services objectively and prepare your action plan diligently.
On request and upon reviewing your situation, we will assess your current financial position by developing for you a Balance Sheet, Net Worth Statement, current investment portfolio analysis, risk exposure analysis, and we may develop other cash and expense money analyses and projections. Client relationships vary in scope and in the length of service required.
Our financial planning and implementation assistance fees are negotiable, but generally range from $2,250 to $4,800 on a fixed fee basis and/or $165 on an hourly rate basis (2 hour minimum), depending upon the level and scope of the services. This fee will be detailed in the client agreement which will describe the scope of the planning relationship. Fees may be reduced for existing clients receiving updated plans, or plans based on new financial circumstances.
Disclosure
Full information about Greg Helser Financial Planning Services as required by current state and federal regulations can be found in the firm's Form ADV Part 2 ("Firm Brochure"), available for download here at
www.Fee-only-SF.com/FORM-ADV-PART-2A-GHFPS.pdf. The "Firm Brochure" provides information about the qualifications and business practices of Greg Helser Financial Planning Services.
The "Firm Brochure" is also is available on the SEC's website at
www.adviserinfo.sec.gov. Click on "Investment Adviser Search" then search for "Investment Adviser Firm" using the firm's IARD number 157133.
