Zero Gravity Financial, LLC

Personal Financial Planning

  • Pricing
  • About
  • Blog
  • Legal & Disclaimer
  • Contact
  • Facebook
  • RSS
  • Twitter
  • YouTube

Zero Gravity Financial, LLC Copyright 2019 Legal

Pricing

PLAN - PRICE

READ MORE
BUY NOW

Financial Planning Services



 $5,000 per year

 
SCHEDULE MEETING


Financial Planning Services include:

  • Comprehensive Financial Planning
  • Advanced Tax Planning
  • Review of your current investments, accounts & recommendations
  • Financial Planning Topics:
    • Retirement Planning
    • Tax Planning
    • Real Estate
    • Investment Management
    • Budgeting
    • Insurance
    • Estate Planning
    • Employee Benefits
    • Education Planning

How Flat Fee beats AUM pricing

AUM vs Flat Fee investment managment

Financial Planner vs. Robo-Advisor

reality

When you have a big life event, robo-advisors and online calculators aren’t made for solving human complexity. Websites and online apps can not provide solutions for career changes, getting married, paying off student loans, or starting a family. Over time, your future salary, budget and savings constantly changes and is not a static number that the online calculators want you to input. If you need help with the first step of budgeting, paying off credit card debt, and saving money into a retirement plan, then you may benefit from using a robo-advisor or personal finances website. Once you have established these things, a financial planner like me can help you with more of life’s complexities- saving for a wedding/family/home, paying off student loans, and making sure that you are on track for retirement.

What is a fee-only (not fee-based, don’t get tricked) financial planner?

  • We are only compensated by our clients
  • We never receive commissions, kickbacks, or referral fees
  • We do not sell insurance or investment products
  • We provide fiduciary advice and solutions that are in the best interest of our clients, not us

Categories

  • Employee Benefits
  • Entrepreneur
  • Financial Planning
  • Health Insurance
  • Improve Your Credit Score
  • Investing Your Money
  • Real Estate
  • Save Money
  • Saving for Retirement
  • Tax Tips