Advisory Services
Advisory Services
How We Work With Clients
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Comprehensive Wealth Management
Financial Planning
Ongoing Expert Guidance
Helping clients meet their goals is our number one priority. A solid plan and its committed implementation are the keys to success. Getting and keeping your financial house in order could include:
Retirement Plans
Healthcare Planning
Estate Planning
Insurance Planning
Savings & Investment Planning
Social Security Planning
Career/Business Coaching
Investment Management
Delivering on Decades of Experience
We bring decades of experience delivering solutions based investment strategies to help ensure excellent client outcomes. Our investment management service includes:
Retirement Income
Customized Active Investment Strategies
Diversified Cost Efficient Portfolios
Risk Management Aligned with Client Risk Tolerance
Active Tax Management
Opportunity-based Asset Allocation
The cost of our Comprehensive Wealth Management offering, which includes ongoing financial planning and investment management is 1% per year of assets under management (AUM), plus a one-time engagement fee of $2,500 for data gathering and the development of the initial financial plan. In order to properly serve our clients, we do have a $500,000 minimum of AUM.
For more information about our firm and the services we offer, send us a quick email or call the office. Better yet, book a quick intro meeting with us so we can get to know each other. We would welcome the opportunity to speak with you.
hello@newlanternadvisors.com | (855) 918-5300