I offer investment consulting services that cover a variety of needs for protecting and building your financial freedom. Some of these topics are complex. My promise to you is to make things as simple and transparent as possible. I also keep my fees very reasonable.
Here is a short menu of what I am best able to help you with.
Portfolio Risk Review & Quick Start Plan
This program is designed for members of my investment letters. It includes an analysis of current and hidden risks of your portfolio.
- Flat $400.
- Comes with lifetime access to MoneyGuide interactive financial planning system ($400/yr value).
- Portfolio risk review.
- Consultation with sell recommendations.
- Exclusively for members of my investment letters.
Personal Investment Plan & Investment Coaching
Personal Investment Plan (PIP) and investment coaching for self-directed investors. Includes financial planning incidental to investment decisions.
- Flat $1600 paid in two $800 increments, initial and upon completion of PIP.
- Comes with lifetime access to MoneyGuide interactive financial planning system ($400/yr value).
- Includes a PRR ($400+ value)
- Includes a Personal Investment Plan. ($800-1600 value)
- First 5 hours of consultations. ($1000 value)
- Additional 5 hour time blocks for $800 (20% discount).
- Exclusively for members of my investment letters.
- Limited to 40 people per year.
401(k) Consulting
Designed to help small and mid-sized businesses adopt a low cost turnkey 40k(k) plan that meets compliance and liability goals. I coordinate with other specialists to execute reviews and implementation.
- Range $2400-$4800/year retained.
- Free initial consultation and interview.
- Analysis of current 401(k) plan with review session.
- Presentation of alternative low cost turnkey online based retirement plan solutions.
- If the company uses one a plan we suggest, then all participants receive lifetime access to MoneyGuide interactive financial planning system ($400/yr value).
- Limited to 12 per year.
Business Owner & Executive Retirement Strategy
As a small business owner myself, I understand the needs of other small business owners. Having worked with numerous executives, as well as, being an option expert, I can help retiring executives with option exercise and rollover strategies as well. In either case, small business owner or executive, I will help you design a retirement plan that fits your personal needs, goals and circumstances. I coordinate with other specialists as needed.
- Free initial consultation and interview.
- $3200/yr and negotiable depending on additional services.
- Includes everything in the PIP & Investment Coaching program.
- Option exercise strategies.
- Retirement plan rollovers.
- Business exit strategy.
- Retirement income strategies.
- Limited to 12 per year.
Interactive Financial Planning
All clients of Bluemound have access to a sophisticated financial software called MoneyGuide that we use to collaborate with your on financial planning. See our Financial Planning page.
- If you are an investment advisory client, there is a one time $400 set-up fee that includes annual reviews and "life change" reviews for as long as you are a client.
- Financial planning that is more involved, such as option exercise strategies at work or estate planning are an additional fee at the normal $200/hour rate.
- For financial planning topics I am not an expert in, for example tax planning or trusts, I have access to a wide range of experts that I can share with you. For those types of planning I will act as your liaison.
Contact me to set-up an initial time to discuss your situation and needs.