Introducing Financial Planning & Asset Management Services
for those in the middle of their career journey, demonstrating a clear preference for tax-efficient strategies
With an track record spanning over two decades in the financial services arena, I've been pondering deeply on what truly makes an exceptional financial planner. How do we assemble a stellar team of financial planners to super-serve our clients? What top-notch services can they offer, and what kind of client experience should we all be thrilled to embrace? How do we gauge the value and investment associated with this, and, most crucially, how can clients firmly place their trust in their advisor? What concrete, real-world benefits will our clients reap from this dynamic partnership? I'm thrilled to reveal my commitment to working side by side with clients during these ever-evolving times.
Our Expertise: Mid-Career Professionals looking to scale their wealth like a business
At Trivest Financial, our expertise lies in supporting mid-career professionals who have a vision that goes beyond their current job, delving into the realm of foundational business thinking while maintaining their current income level. Our clients discover themselves navigating a labyrinth of intricate financial choices, from securing their retirement and reducing debts to funding education, home acquisitions, cherished family getaways, extending a helping hand to elderly parents, and making pivotal decisions related to legacies, taxes, investment tactics, insurance, and even entrepreneurial pursuits. Positioned in their prime earning years, they seek a reliable partner to guide them through these multifaceted decisions, which transcend the basics of building an emergency fund, eradicating high-interest debts, and contributing to their 401(k).
Join Our Client Interest List
If you're interested in exploring whether our services align with your needs, we invite you to connect with us on your preferred social media FACEBOOK OR LINKEDIN and client interest list by signing up here. We'll be in touch promptly to schedule a conversation.
Many Pieces, Endless Choices: Explore Ongoing Financial Planning
Embark on an exhilarating journey through the realm of financial possibilities with our continuous financial planning service. It's not merely a service; it's a lasting alliance with a dedicated financial expert. We tackle a vast array of financial facets, ranging from budgeting and equity compensation choices to investment strategies, insurance, and long-term aspirations such as retirement and college funding.
Our state-of-the-art smart financial planning system provides an intuitive and pioneering approach via your customized smart planning portal, empowering you to explore your unique financial visions. Yet, there's more - we are committed to enriching your financial knowledge. As an added perk, you'll gain access to premium financial content from esteemed sources like The New York Times, Business Insider, The Wall Street Journal, Forbes, Reuters, Bloomberg, and many more, all at no extra cost. Get ready to embark on an enthralling financial adventure with us, where your aspirations transform into reality.
Fees:
- Initial Fee: $500-$1,025
- Monthly Fee: $184.99
Fees are determined by complexity and specific client service requirements.
Asset Management (Exclusively for Financial Planning Clients)
If you prefer to have us manage your investment portfolio, our asset management service is the perfect choice. We will assess your risk tolerance, establish an appropriate asset allocation, select investments, facilitate account transfers, execute trades, manage existing positions as necessary, and maintain portfolio balance. Our approach prioritizes cost-efficiency and broad diversification, employing bond investments, ETFs, direct indexing, tax-efficient asset placement strategies (as appropriate), along with rebalancing and tax-loss harvesting.
The fees associated with our Asset Management package encompass continuous financial planning services. This comprehensive Asset Management package provides you with access to our sophisticated online financial planning platform and premium financial content from reputable sources such as The New York Times, Business Insider, The Wall Street Journal, Forbes, Reuters, Bloomberg, and others, all at no extra cost, for as long as you remain a client. This will assist in elevating your financial literacy.
Fees:
- 750K-$1M: 1.50%
- $1M-$5M: 1.25%
- Over $5M: .85%
(Note: Fees are determined by assets under management, and for managed assets exceeding $1 million, both initial and ongoing financial planning fees are waived. And also included is the on-going financial planning services.) Contact us here to get more information.
For a limited amount of DIY monthly subscription clients
For clients who want to handle or get started on their own financial planning, we offer a monthly subscription that includes training videos to complete our online intelligent financial planning modules. We provide up to 5 hours of assistance per month. Please note that this service has limited availability with only 50 openings. Once these spots are filled, you can join a waiting list for the next available opening or when we expand this service. Click here to sign up as spaces are limited. If no spaces are currently available, you will be notified and placed on a waiting list for the next opening.
Monthly subscription is
Fees
- $96.95
One-Time Financial Planning Engagements
We have limited availability for one-time financial planning engagements, with fees ranging from $1,500 to $5,500. These engagements typically span 3 weeks, with 50% due upfront and 50% upon completion. Fees vary based on complexity and client service requirements. With this package you get 3 months of our smart online Financial planning platform and 1 year of access to premium financial content from sources like The New York Times, Business Insider, The Wall Street Journal, Forbes, Reuters, Bloomberg, and many others at no extra cost.
For more details, please visit the website page for Trivest Financial, your trusted partner in financial planning and asset management.