Big news. As of 2022, we are now a Flat Fee, Fee-Only Fiduciary Financial Advisor.
We’ve always been a Fiduciary Financial Advisor.
We’ve always been a Fee-Only Financial Advisor.
Now we are a Flat Fee Advisor.
Put all those words together and we are now a Flat Fee, Fee-Only Fiduciary Financial Advisor.
That’s a mouthful of quality right there.
What Does Being a Flat Fee Fiduciary Financial Advisor Mean? It means we are the advisor you’ve been dreaming of!
It means we now charge one flat fee for our services.
It is simple and straightforward.
It is fair.
It aligns better with our Fiduciary standard.
It includes preparing and filing your annual tax return, tax planning, asset management and retirement services under one flat annual fee.
It removes some inherent conflicts such as charging more for managing more of a client’s assets, requiring 401k rollovers, or being paid more commissions for recommending certain financial products.
It is simply A. Better. Way.
Q: I work with another advisor that charges a percentage of assets. Should I switch to your firm and lower my fees?
A: I can appreciate that! I welcome a conversation with you. My process starts with a free, no-obligation 30-minute phone call to see if I can help you.
Q: I don’t currently work for PNNL but I used to.
A: Although I specialize my work for those who are within a year or two of retiring from PNNL, I reserve the right to work with anyone I think I can help. I am building a small firm and have restricted the number of clients I wish to work with to about 25. I would welcome having a conversation to see if working together makes sense.
Schedule a call to learn more today.
Angie founded Avea Financial Planning and is a fee-only advisor helping people retiring in 1-2 years, particularly PNNL employees, with tax-smart retirement planning, investments & fiduciary financial advice so they can be more confident and live life on their own terms.