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COMPREHENSIVE FINANCIAL PLANNING SERVICES


Safe Landing Financial offers comprehensive financial planning services by combining ongoing financial planning and investment management services.

A comprehensive financial plan provides a roadmap for you to achieve your goals… and to establish better peace of mind to enjoy living in the present.

ONGOING FINANCIAL PLANNING



Making Better Financial Decisions Working Together


    • 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


    • 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


Investments Tailored to Your Unique Financial Situation

BENEFITS FROM WORKING TOGETHER


    • 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


Comprehensive Financial Planning

TRANSPARENT PRICING



Clients Investing Under $500k




Clients Investing Over $500k



Transparent financial planning pricing - no hidden investment fees

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


LEARN MORE

FREE 30-MINUTE INTRODUCTION MEETING




More on Transparent Financial Planning

Financial Planning

Retirement Planning

Investment Management

Social Security Optimization

Tax Planning

Insurance Planning

Estate Planning

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