Personalized, flat-fee financial planning is at the core of what we do at Anglia Advisors. You drive the process. Your goals. Your concerns. Your dreams. Our advice.
An engagement can be broad and all-encompassing or more narrowly-focused and concentrated on the particular issues that you feel need addressing, with a number of shades in between.
In all cases, you will be working closely and interactively with a CERTIFIED FINANCIAL PLANNER™ professional committed, in writing, to always act in your best interests at all times in a fiduciary capacity. This advisor will never take commissions or payments from any third parties to promote, recommend, or sell products to you.
Once we have determined the scope of the engagement, by means of a no-cost, no-commitment initial strategy session, advisory services will be provided for a fully transparent flat fee, with a monthly retainer model available to maintain access to your planner going forward. Investments can also be professionally managed for a fee with no minimum investment level.
We ensure you are educated along the way. Not only will you fully understand the mechanics, potential outcomes, and risks of implementing the recommendations but also you will have the tools to maintain your journey toward financial security.
We offer a full suite of financial planning services which can be customized to your needs. These range from an all-encompassing full financial plan with an ongoing retainer services plus cost-efficient money management to an hourly-based service model where smaller bites of the financial planning process can be accomplished in single sessions.
We also offer tax-optimized, cost-effective customized stand-alone investment management services with no minimum investment required using some of the most advanced technology available today.
We are happy to discuss whatever kind of services you require.
Contact us to chat about it.
As a Registered Investment Advisor, Anglia Advisors is NOT permitted to offer direct tax advice, legal advice or medical advice, either domestic or international, and no firm communications of any kind (written, media, electronic or verbal) should be construed as such.