Fee Structure

Because our approach is tailored to suit you, our services and our fees are adapted to your specific needs. For those of you seeking financial planning services, specific financial plans can be created on either a flat-fee or hourly basis. Give us a call to discuss your needs and we’ll help you decide what’s best.

Assets Under Management –Fee Based Services

We appreciate that you’ve come to our website to review our offerings and as you evaluate our services, we’d like to share with you an important aspect of having your assets managed for a percentage fee based on the overall value of the portfolio’s assets.

As fee-based advisors, we’re paid by you and not by commissions for products sold. In choosing to manage our client’s assets in this manner, we’re able to provide:

  1. Investment objectivity because we seek assets to fit your need and don’t seek products with transaction commissions
  2. Familiarity with and conscientious support of helping you work towards achieving your goals
  3. The development of positive, dependable, and reliable relationships

Remember, we never charge for our first meeting, so use the “Request a Meeting” button on the right side of the page, or give us a call to set an appointment and discuss your specific situation.

 

Financial Planning Services

Flat-rate Need-Specific Financial Plans (Modular) – These are building blocks and a great place to begin financial planning exposure. For pre-retirees uncertain about or looking to create a retirement plan, for retirees looking to define/refine their retirement income needs, for suddenly singles uncertain about managing their finances after the loss of a spouse due to death or divorce, this is financial planning to meet a specific need.

Such needs include, Life-Insurance planning, or Wealth Accumulation planning, or Retirement-Needs planning, or Education-planning, or Disability/Long Term Care planning, or Legacy planning. Determine the plan you need we’ll construct, deliver, and meet to discuss your specific financial plan.

Remember, we never charge for our first meeting, so use the “Request a Meeting” button on the right side of the page, or give us a call to set an appointment and discuss your specific situation.

 

Securities offered through First Heartland Capital Inc., Member FINRA/SIPC
Advisory Services offered through First Heartland Consultants, Inc
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Security Financial Advisors, Inc. is not affiliated with First Heartland Capital, Inc.   

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