Fort Collins Fee-Only Fiduciary Advisor
Let us show you how we help clients live the life they want!Are you ready to retire and live your best life possible?
Your current Advisor is hoping you don’t run this analysis!
We work with Clients on a national basis. Take action & schedule a free 2nd opinion below! We will show you the data & calculate your total fees! You might be shocked!
– If you are within 5 or 10 years of retirement or already retired, you may be in the danger zone. I encourage you to get a free 2nd opinion about your strategy, risk, fees and red flags to find out if you are on track. Now is the time!
– Do you need help with planning, organization, checklists? When is the last time your financial plan was updated?
– Do you know the red flags in your strategy or portfolio? (high fees, risk, lack of returns vs. the market, not on track for retirement)
– Are you prepared for life transitions & recessions? Are you worried you might run out of money?
– Are you making progress toward your goals? We help clients make work optional.
– We are are a low-cost, fee-only Advisor. We are a fiduciary for you 100% of the time. Our fees are 0.6% on the first $1 million and they decline above $1 million. If you have over $300k in a portfolio, schedule a meeting below (including your 401k).
– You don’t have to pay 1%+ in fees for a financial advisor (and expensive underlying investments). Let us show you the details in your portfolio. Many investors are shocked at the hidden fees. Your fees should be under 1% unless you require quarterly face to face meetings in an office.
Now is a great time to get a free 2nd opinion via Zoom meeting (see calendar below)! We will give you objective feedback, identify red flags and give your confidence about your future path. It is important to find out if you have areas that can be improved. We help clients make work optional & live the best life possible. Free 2nd opinion is for portfolios of $300k to $10 million +. If you are just starting out, we might be able to help with free resources.
Ready to see if we’re a good fit? Schedule a free meeting below.
We will show you your total fees & red flags.
Fee-Only Compensation
This model minimizes conflicts of interest. A Fee-Only financial advisor charges clients directly for his or her advice and/or ongoing management. No other financial incentive is provided, directly or indirectly, by any other institution. Fee-Only financial advisors do not sell anything. They add value with their Philosophy, Strategy, Process, Transparency and Ongoing Coaching. We strongly encourage you to work with a fee-only Advisor.
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See why you may need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.
You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/