COMPREHENSIVE FINANCIAL PLANNING SERVICES
Safe Landing Financial offers comprehensive financial planning services by combining ongoing financial planning and investment management services.
ONGOING FINANCIAL PLANNING
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- Retirement planning
- Social Security optimization
- Tax planning
- Insurance planning
- Estate planning
- Guidance for stock compensation (ex. RSUs)
- Recommendations for company retirement accounts [ex. 401(k)]
- Recommendations for deferred compensation investments
- Unlimited email and phone support
- Year-round service calendar
INVESTMENT MANAGEMENT
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- Asset allocation tailored to your goals and risk tolerance
- Globally diversified and tax-efficient portfolios
- Investment strategy based on academic research and empirical evidence
- Portfolio monitoring and periodic rebalancing
- Access to Dimensional funds and direct indexing
- Ability to speak directly with your investment manager
- No minimum asset level required to invest
- On-demand performance reporting
TRANSPARENT PRICING
There is a one-time upfront $1,000 initiation fee.
*Charged on a monthly basis.
**Charged on a quarterly basis.
BENEFITS FROM WORKING TOGETHER
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- Fiduciary financial advice putting your best interests first 100% of the time
- Financial advice without the ulterior motive to sell you products
- No hidden investment fees, including commissions, for product sales or referrals
- Expert guidance to avoid important financial mistakes
- Peace of mind in knowing there is a plan for your financial future
FREE FINANCIAL PLANNING CONSULTATION
A complimentary 4-step process sharing how to minimize
taxes, optimize investments, and enjoy retirement on your terms.
This process is designed to help you evaluate our services
and make an informed choice for planning your financial future.
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