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?

    • 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:


    • 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:


    • 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:


    • Implementation of Financial Planning service
    • Implementation of Investment Management service
    • Recommendations for company retirement accounts [ex. 401(k)]

Transparent financial planning pricing - no hidden investment fees

We provide transparent pricing in planning your financial future. No hidden investment fees. Want to learn more?


LEARN MORE


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.