© Woodside Studio

OUR SERVICES

Investment Consulting

Investment Consulting is typically a one-time engagement, suitable for clients who occasionally want to consult with an objective professional, but generally manage their own investments.

In most cases, Investment Consulting can be accomplished with one or two phone consultations and one face-to-face meeting. There is no charge for the initial consultation and we will quote you a fee based on the hours needed for the project. Subjects may include:

• Investing in a retirement plan such as a 401K or 403B plan
• Investing for education costs in a Coverdell, UTMA or 529 Plan
• Reviewing your IRA, Keogh and other retirement savings options
• Giving a second opinion on an investment strategy
• Reviewing your current investment choices

Investment Consulting is a simple, four-step process:

1. Tell us about your situation
2. Discuss services and fees
3. Provide us with requested data and information
4. Meet to review your customized analysis and specific recommendations

Before beginning our analysis, we will send you a client service agreement. Return the signed agreement to us with a deposit representing one half of the fee and all requested data. The balance of the fee is due at the end of our meeting with you.

The minimum Investment Consulting fee is $300.

Investment consulting clients receive specific written recommendations and analysis, plus telephone and email assistance for 30 days after the recommendation meeting.

Give us a call at 413-341-1215 to schedule a no cost get acquainted meeting