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:

Our flagship service. Let an Anglia Advisors CERTIFIED FINANCIAL PLANNER™ professional take a look at your complete financial picture and then work with you for six months to curate a full, holistic financial plan with extensive recommendations for you, your finances, and your future.

The experience will involve use of the latest advanced financial technology, resulting in detailed analysis, financial organization and consolidation, specific asset allocations, and recommendations in all areas of your financial life beyond just your investments, including a look at your estate plan, debt management and tax strategies, our Anglia Cash Check service, our Anglia Life Insurance Check service, Anglia College $$ Check service, workplace benefits, our Anglia Real Estate Check service as well as an extensive educational component and open access to a large professional network of lawyers, tax experts, independent insurance brokers, immigration specialists, real estate professionals in every aspect of the field and just about any other financial or legal professional a client may need to access. 

This plan is particularly appropriate for professional couples with assets in place which need analysis and recommendations, with children (or planning on it) or professional singles with assets, investments or retirement funds already in place and in need of analysis and those who want to turn their financial lives around for the better.

For those who need 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. Then you move straight to a monthly retainer model and work closely with an Anglia Advisors CERTIFIED FINANCIAL PLANNER™ 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 Life Insurance Check service, Anglia College $$$ Check service and Anglia Real Estate Check service.

This plan is suitable for younger professionals, who are at an earlier stage of their financial journey, who have not yet built a significant or complex asset base in need of deep analysis, but who are looking to build wealth over time with the ongoing guidance of a qualified CFP®.

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. 

In many cases, a 401(k), 403(b), TSA, 457, Thrift Savings retirement plan or a Traditional/Rollover/SEP or Roth IRA can be the largest single piece of your retirement planning puzzle. Yet, while almost all Americans know how much they pay in fees for their online streaming media only 27% said they knew what fees they were paying in their retirement plan. 

Using powerful technology and the mountain of disclosure/compliance documents associated with your workplace plan as well as your Traditional, Roth and/or SEP IRAs, the 401K/IRA X-Ray will analyze all of its features and costs and tell you exactly how much you are REALLY paying in your current and/or previous workplace plan or IRA.

Next, a CERTIFIED FINANCIAL PLANNER™ will analyze your present allocation and make recommendations as to what an optimal investment strategy may be for what might well be your biggest asset.

The 401K/IRA X-Ray 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.