Our 3-step process helps you review our services and make an informed decision about working together.
Tax Return Analysis
Retirement focused individuals age 50+ who are retired or close to it.
Diligent savers with investments over $1 million. (Excluding real estate.)
People who want expert help because retirement is too important.
A 20-minute call will give us both a chance to make sure we're the right fit. Finding the right advisor is just as important as finding the right doctor. You wouldn't see a cardiologist for a broken foot, right?
The next step is meeting with our team of retirement specialists (in-person or virtually). During this 1-hour meeting, our team will get a better understanding on your retirement goals, needs, and concerns. This way we can better create and organize the proper recommendations later.
With your Fiduciary Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations. In this meeting, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Once the process is done, we will simply ask you to think about it. We want to build long-term relationships, not just make a quick transaction. If you don't believe that we're a good fit, that's no problem! We're happy to assist you in finding another professional that fits your needs. We will never pressure you to say "yes."
Investopedia.com describes a fiduciary as “a person or organization that acts on behalf of another person or persons, putting their client’s interest ahead of their own, with a duty to preserve good faith and trust.”
Yes, at Fiduciary Financial Partners, we live up to our name. We are fiduciaries, legally and ethically bound to act in our clients’ best interests, not our own. We acknowledge our fiduciary status in writing with every client.
Our Five-step Process begins with a complementary, no-obligation discovery meeting or telephone call. The purpose of the discovery meeting is to learn about you and your family and your priorities. We will share more information about our process, answer your questions and, finally, determine if Fiduciary Financial Partners might be a good fit for you. We’re confident you’ll find this meeting beneficial whether you become a client or not.
At Fiduciary Financial Partners, we live up to our name. This means that we serve our clients, not through sales, but by acting in partnership and in the client’s best interests. Every time.
Our friendliness Our ability to simplify complex financial concepts so they are easy to understand Our work ethic Our responsiveness Our attention to detail
We often hear from our clients that they prefer our comprehensive counseling approach without the salesy, condescending treatment and jargon. We are happy to treat them with the respect and care they deserve.
Fiduciary Financial Partners may be a good fit for you if you
Own a business or professional practice Are a mid-career executive or professional Are a retiree or quickly approaching retirement
Sponsor or would like to sponsor an employee retirement plan
You will find us an especially good fit if you are at a point where:
Your finances are becoming increasingly complex or deserve more attention You want to spend more time on what matters to you, your business or career, your family and friends, or your personal interests You would like to outsource your portfolio management, financial planning or your company’s retirement plan to a trusted expert You’d appreciate concierge private client service and coordination with your tax and legal advisors or your company’s retirement plan service providers
With our help, you can expect to see your financial life improve measurably over time, so you
Have more time for the things that matter most to you Save money by reducing investment costs, minimizing taxes lowering interest expenses Get a handle on your financial info by helping you organize and make your financial data easier to understand and easier to access
At Fiduciary Financial Partners, our fees are always fully disclosed and agreed upon in advance.
Our fees for comprehensive wealth management services for individuals and their families are set based on a percentage of the assets we manage for each client, as indicated here VIEW FEES. These fees are either deducted from your account or billed to you directly on a monthly basis, usually in arrears.
Similarly, our fees for retirement plan advisory and consulting services are set based on a percentage of plan assets, as indicated here VIEW FEES. Corporate retirement plan clients can choose to have our fees deducted from participant accounts, billed directly to the organization, or a combination of both. Fees are billed monthly or quarterly in arrears.
We also offer à la carte consulting services to individuals (VIEW FEES), as well as financial planning consulting for key employees (VIEW FEES) at set hourly rates. In either case, we provide an up-front estimate of the time we expect to invest and collect 50 percent at the time of engagement and the balance upon completion. Employers can choose whether they want to be billed directly or whether they want employees to share in costs.
Our comprehensive wealth management service requires a minimum investment of $500,000, due to the time-intensive, comprehensive and diligent work we do. However, our à la carte consulting services exclude investment management and, therefore, do not require an investment minimum.