FINANCIAL PLANNING PACKAGES TO PLAN YOUR FINANCIAL FUTURE
Transparent Financial Planning > Financial Product Sales
You deserve a transparent financial planning experience with no hidden investment fees. What do you get when we work 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
- There are 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
Learn why fiduciary is critical when choosing a financial advisor
Financial Planning
Best for individuals and households that desire to establish better peace of mind by planning their financial future.
$1,000 upfront
Starting at $300 per month
Includes all of the following:
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- Investment allocation recommendations
- Retirement planning
- Tax planning
- Insurance planning
- Estate planning
- Unlimited email and phone support
- Year-round service calendar
Investment Management
Best for individuals and households that seek an expert to help decide on the right investment and rebalancing strategy.
Starting at $800 per $100,000
of Managed Investment Assets
Includes all of the following:
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- An investment and rebalancing strategy tailored to your goals and risk tolerance
- Direct access to your investment manager
- Globally diversified and tax-efficient portfolios using institutional funds when possible
- Quarterly trade commentary and performance reporting
Planning & Investments
Best for individuals and households that want to delegate financial planning and investment management to an expert.
$1,000 upfront
Starting at $300 per month
Includes all of the following:
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- Implementation of Financial Planning service
- Implementation of Investment Management service
- Recommendations for company retirement accounts [ex. 401(k)]
We provide transparent pricing in planning your financial future. No hidden investment fees. Want to learn more?
Other Services
Service Packages ✓ Financial Planning ✓ Retirement Planning ✓ Investment Management ✓
Social Security Optimization ✓ Tax Planning ✓ Insurance Planning ✓ Estate Planning ✓
Fee-Only Financial Planner Austin, TX
Know exactly how Safe Landing Financial will help before you pay anything. The first step is a 30-minute meeting with Brian Fry CFP®. The first meeting is to understand the basis of who you are and learn how Safe Landing Financial can help give you more peace of mind.