Full Service - Initial Consultation & Development of Investment Plan
Typical Fee: $850  (We are a fee-only, not fee-based advisory firm.)

If you are interested in considering beginning a relationship with Silver Maple Financial, we would be happy to discuss this with you. The first step is a brief conversation or two and/or some exchange of email communications, after which, if you are interested in proceeding further, we get to know you better and gather more information about your goals.

A more extensive sit-down meeting is scheduled, at which the details of your goals, finances, and investments are discussed along with ideas and potential plans.  During approximately the next 3 to 6 weeks, we develop and refine a plan to best suit you and your goals and needs.  A second sit-down meeting is scheduled at which the plan is presented, explained, and discussed. Unless further refinement is necessary, this ends the initial planning portion.

What can you expect from the plan that is developed for you?

Your plan will include specific account type and securities recommendations consisting of the following primary areas:

  • Investment review, and general investment planning
  • Retirement investment planning
  • Education funding planning

Your plan will also consist of the following secondary areas:

  • Cash flow & debt management
  • Tax planning
  • Estate planning
  • Evaluation of insurance needs

If extensive needs exist in the secondary areas, in addition to our recommendations, we may also refer you to an appropriate professional such as an accountant, estate-planning attorney, or insurance professional.

 


















































 

Make a Free Website with Yola.