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Disclosure
We at Dillon Financial Planning work closely with you to determine your needs and then recommend a suitable action plan. Here are some of the services we can help you with:
Everyday Financial NeedsYou have had a specific financial event take place (retirement distribution, inheritance, or gift) or have an upcoming financial decision to make and you want peace of mind that you are doing the right thing.
You have always managed your own investments, maybe with the help of a stockbroker, but with recent economic events you feel uncomfortable, and want to review your strategy with a knowledgeable objective advisor.
You are considering purchasing a financial product from someone, and want an objective opinion.
Everyday Financial Needs
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Financial Goal Planning
- Retirement Planning
- Cash flow/Budgeting
- Education Funding
- Employee Benefit Options
- Long-Term Care
- Insurance Needs Analysis
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Portfolio analysis, design, and asset allocation
- Matching investment vehicles with goals and needs
- Evaluating Specific Investments
- Tax Planning related to investments
- 401(k), 403(b) investment recommendations
- IRA Rollovers and Distribution Advice
- Lump Sum Distributions
- Second Opinions
Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests (please see our definitions of these words, below).
Please read Seven Steps to Success -- then click the Contact Us button on this site to schedule your complimentary, no-obligation Get Acquainted Meeting.
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?
Please read Seven Steps to Success -- then click the Contact Us button on this site to schedule your complimentary, no-obligation Get Acquainted Meeting.
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?
DEFINITIONS (FROM ROGET'S INTERNATIONAL THESAURUS)
- Staunch -- Faithful, firm, friendly, reliable, solid, strong, resolute;
- Advocate -- Defender, deputy, friend, justifier, supporter, advisor;
- Fiduciary -- Trustee, financial officer;
- Interests -- Cause, benefit, gain.
Copyright ©2004-2010 Dillon Financial Planning. All rights reserved.
Investment Portfolio Analysis and Recommendations:
3 - 7 hours
Usually, our clients receive investment portfolio analysis and recommendations as a part of their financial plan (see above). However, we do provide this service as a stand-alone project. The fee estimate varies depending on the number and types of accounts and complexity of holdings. A fee-estimate based on your specific need is provided at the Get Acquainted Meeting.
We will provide a detailed analysis of your portfolio with specific recommendations. We provide you with investment recommendations that you can implement on your own.
Employer Provided Retirement Plan Investment Recommendations: 2 - 4 hours
Includes 401(k), 403(b), Simple IRA, 457, and SEP IRA plans.
We provide investment recommendations using suitable investment options available in your employer provided retirement plan accounts.
The above fee information is for general reference purposes only. A signed and dated Client Service Agreement is the only official source of fee estimate quotes and the only binding offer for service recognized by Dillon Financial Planning. Actual fee estimates may differ due to specific client needs.
3 - 7 hours
Usually, our clients receive investment portfolio analysis and recommendations as a part of their financial plan (see above). However, we do provide this service as a stand-alone project. The fee estimate varies depending on the number and types of accounts and complexity of holdings. A fee-estimate based on your specific need is provided at the Get Acquainted Meeting.
We will provide a detailed analysis of your portfolio with specific recommendations. We provide you with investment recommendations that you can implement on your own.
Employer Provided Retirement Plan Investment Recommendations: 2 - 4 hours
Includes 401(k), 403(b), Simple IRA, 457, and SEP IRA plans.
We provide investment recommendations using suitable investment options available in your employer provided retirement plan accounts.
The above fee information is for general reference purposes only. A signed and dated Client Service Agreement is the only official source of fee estimate quotes and the only binding offer for service recognized by Dillon Financial Planning. Actual fee estimates may differ due to specific client needs.
Our Fees
Dillon Financial Planning is a fee-only financial planning firm, which means that we accept no commissions, referral fees, or other third-party incentives based on any products that we may recommend to you. We make every effort to be transparent and up-front about the cost of financial planning.
When we give you a quote for financial planning, it is based on our estimate of the time required for the project at a rate of $180 per hour. We will provide a fee estimate range at our Get Acquainted Meeting (which is free). You won't be charged any additional hourly fees beyond the fee estimate as long as we stay within the original scope of the project. You only pay for the time it actually takes and there are no surprises at the end.
Below are some examples of financial planning and advisory projects and the range of hours it may take to complete them. A project can be as comprehensive as a full financial plan or as specific as a particular task.
Financial Plan: 7 - 14 hours
Our most popular service, a financial plan provides you with a roadmap to fulfill your most valued goals and objectives. We consider it to be the best way to protect against unforeseen financial consequences and to maximize your financial opportunities. Clients often think that they have everything well covered, but may have significant inefficiencies or have missed some issues entirely. Above all, your plan will give you peace of mind in knowing that you're on track for a successful retirement. It will answer the question, "Am I OK?".
Below are elements of our financial planning process. A fee estimate, based on your specific needs, will be provided at the Get Acquainted Meeting.
Dillon Financial Planning is a fee-only financial planning firm, which means that we accept no commissions, referral fees, or other third-party incentives based on any products that we may recommend to you. We make every effort to be transparent and up-front about the cost of financial planning.
When we give you a quote for financial planning, it is based on our estimate of the time required for the project at a rate of $180 per hour. We will provide a fee estimate range at our Get Acquainted Meeting (which is free). You won't be charged any additional hourly fees beyond the fee estimate as long as we stay within the original scope of the project. You only pay for the time it actually takes and there are no surprises at the end.
Below are some examples of financial planning and advisory projects and the range of hours it may take to complete them. A project can be as comprehensive as a full financial plan or as specific as a particular task.
Financial Plan: 7 - 14 hours
Our most popular service, a financial plan provides you with a roadmap to fulfill your most valued goals and objectives. We consider it to be the best way to protect against unforeseen financial consequences and to maximize your financial opportunities. Clients often think that they have everything well covered, but may have significant inefficiencies or have missed some issues entirely. Above all, your plan will give you peace of mind in knowing that you're on track for a successful retirement. It will answer the question, "Am I OK?".
Below are elements of our financial planning process. A fee estimate, based on your specific needs, will be provided at the Get Acquainted Meeting.
- Data collection and processing
- Cash Flow analysis and planning, if needed
- Retirement planning, including retirement back testing using historical returns, stress testing, and projections
- Education funding
- Investment Analysis and recommendations
- Review of basic insurance and estate planning needs/issues
- Interim Planning Session
- Final updates, analysis, and plan completion
- Plan Presentation Meeting
- Questions on your plan for up to one month (does not include additional scenarios or projections)
Take this opportunity to contact Debbra for a complimentary, no obligation Get Acquainted Meeting. You'll be glad you did.
