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.
My services are generally reserved for investment clients and investment letter subscribers from my publishing company. 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, as well as, first steps to repositioning your assets based on your goals.
- Flat $400 (represents 50% discount).
- Comes with access to MoneyGuide interactive financial planning system ($400/yr value).
- Includes, follow-up consultation with sell recommendations.
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 (represents 50% discount).
- Comes with access to MoneyGuide interactive financial planning system ($400/yr value).
- Includes a PRR & QSP ($800+ value)
- Includes a Personal Investment Plan. ($1600+ value)
- First 5 hours of consultations. ($1000 value)
- Additional 5 hour time blocks for $800 (20% discount).
- 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.