Free Financial
Planning Consultation
to help you decide if we are the right fit.
✓ MINIMIZE TAXES ✓ INVEST SMARTER ✓ MAKE WORK OPTIONAL
We Do Our Best Work With:
High-Earning Tech Professionals
We build and implement financial plans for high-earning tech professionals with advanced planning opportunities, so you can stay focused on what matters most.
Dedicated Savers
Individuals and couples with investments over $500,000 (excluding real estate) who are serious about reaching financial independence. You’ve built wealth. Now it’s time to plan what’s next.
Expert Guidance
Your future is too important. You value working with a CERTIFIED FINANCIAL PLANNER™ to help minimize taxes, invest smarter, and plan for a work-optional lifestyle.
Free Financial Planning Consultation
Here’s our process to help you decide if we’re the right fit.
STEP 1
Schedule 30-Minute Intro Meeting
A 30-minute intro meeting gives us each a chance to ensure your situation matches our expertise.
STEP 2
Understanding Your Unique Situation
Before meeting, we request information to learn more about your unique situation.
We focus our financial planning conversation on what’s most important to you.
STEP 3
Reviewing Your Goals
We share our approach planning for your goals and retirement so that you know what to expect from working together.
We answer any questions you have on our process, including how we customize your financial plan, tailor investments, minimize taxes, and plan for retirement on your terms.
STEP 4
Think About It!
We value long-term relationships and do not offer any time-sensitive expiring deals or pressure you to move forward with us; take as much time as you need.
If you determine that we are not a good fit to work together, then we will help you find another financial professional with the right expertise for your situation.
Frequently Asked Questions
- Q1: How is Safe Landing Financial different from other financial advisors?
- Q2: What does it cost to work together?
- Q3: Can you work with clients outside of Southern California?
- Q4: Do you offer an hourly or one-time project option?
- Q5: Who is a good fit to work with Safe Landing Financial?
- Q6: Who is not a good fit to work with Safe Landing Financial?
- Q7: Why is it important to work with a fee-only, fiduciary financial advisor?
A: There are three things that separate us from other financial advisors:
- We specialize in comprehensive financial planning tailored for clients with advanced planning needs, particularly those focused on retirement. By staying highly specialized, we continually enhance our expertise and only work work with clients that we have the expertise for delivering a quality experience. Many of our client relationships are technology professionals and Dell employees.
- We intentionally limit the number of clients we work with and new clients we accept. This approach enables us to provide highly personalized and high-value service to each of our clients.
- “We” work directly with you. When you work with us, you’re partnering with the proverbial ‘we’, which means you’re dealing directly with Brian Fry. This ensures you have direct access to your financial planner and investment manager, facilitating seamless communication throughout our partnership.
A: Our fees are straightforward, starting at 0.80% per year for the investments we manage, with an annual minimum of $4,000. Additionally, there is a one-time upfront fee of $1,000.
A: Yes! Even though several of our client relationships are in Austin, TX and southern California, we work with clients across the United States.
A: We value providing ongoing financial planning to individuals and households over a long-term ongoing relationship.
If you prefer to work a financial planner who offers these limited-term engagements, consider reaching out to the XY Planning Network.
A: Here are some characteristics of the clients that we work best with:
- You are looking for expert financial advice and ready to implement our recommendations.
- You understand that investment recommendations are based on achieving your financial goals and not designed to time or beat the market.
- You are not looking for the hot stock pick of the day.
- You’d rather spend time enjoying what you love to do instead of focusing on short-term market returns. Your focus is on the big picture and avoiding the big mistake.
A: We might not be a good fit working together if:
- You believe you can consistently time and/or beat the market.
- You want a hot stock pick of the day.
- You’d rather spend time focusing on short-term market returns without looking at the big picture.
- You do not implement our expert advice.
A: Safe Landing Financial is a fee-only, fiduciary financial advisor, meaning we do not receive commissions from brokerage firms, mutual fund companies, or insurance providers. Working with a fee-only, fiduciary advisor ensures you receive unbiased, transparent, and high-quality financial advice, helping you make informed decisions for your future.
