Do you really know how much you pay your financial advisor year after year?
How about how much you pay for your investment products?
Are your investments as tax-efficient as they can be?
Have you ever felt you really are not in control of your investment portfolio?
Fee-Only, Forward Thinking Wealth Management Serving Akron, Ohio
Forward-Thinking Wealth Management, LLC, is a full-service, fee-only financial planning firm focused on helping individuals nearing retirement and physicians. I specialize in these types of client because I can bring them the most value and I enjoy working with them the most.
I am located in Akron, Ohio, and work virtually with clients across the country. I created my firm based on a solution to what I know is a broken system where nearly every client pays based on a faulty assumption that advisors have the ability to control the market. My clients pay me a flat annual fee of $4,800 based on my value as a CERTIFIED FINANCIAL PLANNER™. As a CFP®, I help clients manage their entire wealth management picture.
Financial Services Designed Especially for Physicians and Retirees
My firm’s philosophy is based on the fact if you take control of three major aspects of your financial life, you will significantly increase the odds of successful investing. These parts include:
- Controlling the fees you pay your advisor
- Controlling the fees you pay for investment products
- Minimizing the tax impact of your portfolio.
Please take a look around this website to get a better feel for FTWM and my unique approach. If you are a forward-thinking person who wants to get back in control of your future, we encourage you to reach out to us today.
A few years ago I heard the story of a conversation between a client and advisor:
Client - "I pay you 1% on the $200,000 of my assets you manage, right?"
"Correct. That 1% is $2,000 annually." - Advisor
Client - "I am getting ready to retire and you want to manage my $800,000 401k balance at the same 1% fee. This would increase the fee I pay you 5x from $2,000 to $10,000 annually. Explain to me in detail how you will increase my service 5x."
"I really don't have an answer for that." - Advisor
Fortunately, I can easily answer this question and my clients appreciate knowing exactly what they are paying for.