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?
Before you read all about my firm and my approach, please take a minute to watch the video explaining why motto is - Accumulate Wealth, Not Fees.
Fee-Only, Forward Thinking Wealth Management Based in 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.
An Investment Philosophy Designed 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.
There’s never a question of how much your fees are and why.
At Forward Thinking Wealth Management, my entire practice revolves around my clients, first and foremost. I am one of few Certified Financial Planners™ in the country who charges a flat annual fee of $4,800 regardless of the asset size of my client. When working with my clients I focus on:
Complete fee disclosure
Comprehensive financial planning
Coordination with a team of experts
A long-term view and "big picture" approach
My virtual practice allows for more flexibility in communicating with my clients. Through ongoing meetings, I work directly with you to develop a comprehensive, long-term financial planning relationship, that ultimately meets your goals and needs.
Your Best Interests, First.
My business model is based on a solution to what I believe is a broken system where nearly all advisors are paid on a commodity we do not control – the stock market.
Forward Thinking Wealth Management (FTWM) is an independent, fee-only wealth management firm. This means I do not receive commissions or revenue-sharing from outside sources. I am compensated by clients and work closely with their team of advisors, such as attorneys, CPAs and insurance professionals.