HOW CAN A FEE-ONLY FIDUCIARY WEALTH MANAGEMENT FIRM HELP YOU?

PREPARE FOR THE UNEXPECTED

• How much should I have in emergency savings?
• I’m worried about my job security, can a fee-only fiduciary advisor help?
• I just got laid off, how can I make my money last while I find a new job?
• How can a wealth management process ensure that my family is taken care of if I die?
• Should I leave my money to my kids equally or give to those who need more?

PREPARE FOR LIFE CHANGES

  • We’re starting a family and need financial planning help to buy a home/car and plan for college.
  • I just got a promotion and need and need a financial planner to help sort my savings.
  • Should I quit work to raise a baby?
  • Can I afford to quit my job and start a business?
  • What can I do to leave a legacy?

 

HELP WITH YOUR INVESTMENTS

• I want a fiduciary financial advisor to manage my investments.
• Market volatility worries me, and I’m not sure my investments are correctly aligned.
• I no longer have the time nor inclination to manage my investments.
• How much should I contribute to my employer’s retirement plan?
• What can I do with my old 401(k) or 403(b) accounts?

 

PLANNING FOR RETIREMENT

• How should I invest to save for retirement?
• How much can I afford to spend every month in retirement?
• Can a wealth management process ensure that I don’t run out of money?
• How can I prepare my retirement savings for market volatility?
• Should I request equal monthly pension payments or a lump sum?

DO ANY OF THESE STATEMENTS APPLY TO YOU?

  • You want to spend less time worrying about your money or investments, and more time getting on with life.

 

  • You’ve tried managing your finances on your own and want someone to walk you through a custom-tailored solution.
  • You want more objectivity and a relationship-oriented approach in the financial advice you receive.

 

  • You’ve worked with specialist financial advisors, but want a more comprehensive approach to planning and managing your finances.

If So, Well Then You’ve Come to the Right Place.

HOW DO OUR PROGRAMS WORK?

  • We’ll help prioritize your most significant financial goals;
  • Create a plan to align your lifestyle with your priorities, and;
  • Show you which bite-sized actions you need to take each month to move you closer to your life’s purpose.

 

We’ll also meet over the next twelve months to:

 

  • Review your plan’s progress;
  • Make necessary course corrections; and
  • Ensure that the steps you’re taking are producing results meaningful to you.

TRANSPARENT PRICING

Franklin Madison Advisors is a fee-only fiduciary wealth management firm. 

Our fee-for-service practice brings transparency to the way we charge for our offerings. 

 

X NO COMMISSIONS
X N
O ASSET UNDER MANAGEMENT (AUM) FEES
X NO HIDDEN FEES

 

Financial Plan

$ 2,500
Get Your Financial House in Order
Custom-Tailored Financial Plan
3-5 Planning Objectives/Goals
Scenario-based Planning Recommendations
Detailed Implementation Schedule
Monthly “Get-on-Track” Meetings (First Year)
401(k)/403(b)/Small Account Rollovers
Ongoing Risk Management Review

Investment Strategy Plan

$ 2,000
Get a Plan to Align Your Investments and Savings Goals
Risk Tolerance Questionnaire
Investment Policy Statement
Asset Allocation Framework
Due Diligence Investment Recommendations
Rebalancing Strategy

Investment Management Fee

$ 350
(Monthly Fee Charged Directly to You or Your Investment Account)
Ongoing Management of Your Investments
$250k @ $350/mo = to 1.7% AUM Fee
$500k @ $350/mo = to 0.8% AUM Fee
$1Million @ $350/mo = to 0.4% AUM Fee
$5 Million @ $350/mo = to <0.1% AUM Fee

Are we right for you?  Schedule your no obligation 15-minute introductory meeting.