Financial Planning

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 – using 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.

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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 consultation, 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.

One of the most important roles of a financial advisor

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 individual needs. These range from a high-touch, all-encompassing full financial plan to ongoing retainer services plus cost-efficient money management to a much lower-touch hourly-based service model, where smaller bites of the financial planning process can be accomplished in low-cost single sessions.

We also offer the stand-alone option of tax-optimized, cost-effective, customized 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 today. 

We have various tiers of different solutions that address different needs, service levels and price points. 

 

Click on each plan's logo for more details:

For those who need all-compassing financial organization, ongoing personal finance guidance and portfolio creation and management on a retainer basis.

You start with an immediate Anglia Quick-$tart package which summarizes your broad situation, identifies areas for attention, starts to make some recommendations of useful strategies right away and provides a wealth of information and resources as well as giving access to all the firm's financial planning features, such as your own client portal as well as a secure personalized document storage site, micro-investing strategies, etc. The Quick-$tart report will include a road map of how you will work together with your dedicated CERTIFIED FINANCIAL PLANNER™ in the following weeks and months in turning your financial situation around and providing personal finance organization. 
 

Then you move straight to a monthly retainer model and work closely with a certified Anglia Advisors professional to get yourself on track with addressing your financial needs, goals and concerns by building wealth in a smart, cost effective and tax-efficient way including our Anglia Cash Check service, Anglia Deep Dive Credit Check, Anglia Life Insurance Check service, Anglia College $$$ Check service and Anglia Real Estate Check service.

If you are looking build wealth over time with the ongoing guidance of a qualified CFP®, this is the plan for you.


Now you can access professional, low cost, diversified, tax-optimized asset allocation and investment management with no minimum investment required.

An Anglia Advisors CERTIFIED FINANCIAL PLANNER™ professional can set up, allocate, and manage as many accounts as you need (regular taxable investment accounts, Traditional IRAs, Rollover IRAs, Roth IRAs, SEP IRAs, trust accounts, emergency funds, vacation funds, estimated tax payment accounts, home deposit accounts, wedding accounts, etc.) after careful analysis of your unique individual circumstances, the time horizon and goal for each account as well as your risk tolerance/capacity.

Various portfolio strategies are available, including a Socially Responsible Investing option and a "smart beta" approach to your investments.

This is an investment management-only plan. There are no broader financial planning features associated with this plan.


Sometimes you need just a single issue or a small number of issues to be addressed. You can still access a dedicated Anglia Advisors CERTIFIED FINANCIAL PLANNER™ professional to work one-on-one you in a customized single personal finance session, on just what is it is you wish to achieve or, what is concerning you at that time, without the need for a full-blown plan or ongoing future guidance.

This can include investments, college planning scenarios, estate planning needs, insurance needs, or any other financial planning-related topic you want to discuss - including foreign national issues for non-citizens living and working in the US.

Sessions take place in person at our location in New York City or by video call/screen-share and a choice of 2 hour or 3 hour meetings is available. 


There's a smart way and a lot of not-so-smart ways to structure the repayment of  student loan debt. Using advanced technology, math and common sense, Anglia Advisors' unique system can show you have to shave years of your repayment period and save a lot of interest, as well as weaving in some investment planning as well. Let us show you the smart way. 

The Student Loan Optimized Repayment System is available at no charge to Full Plan and Retainer participants. Clients with other engagement types and even non-clients can access the service for a small one-time fee. 

 

 

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.