Financial Planning

For one-time planning needs such as determining your retirement readiness, investing for a child's education, or optimizing your employer-sponsored retirement account, we offer our services at any hourly rate. Whether you are in the early stages or the late stages of accumulating wealth, we can put together a plan of action to help guide you on on the way to achieving your goals. 

 

Our financial planning services are organized into the following packages:


The retirement readiness package (2-5 hours): 

For pre-retirees who are would like to know if they are on track to retire in the next 10-15 years. Includes the following-

  • Consolidated account allocation analysis

  • Projection of potential income available from investments

  • Recommended savings plan to meet retirement goals

 


The 401k Tune-up (1 Hour): 

For savers investing in an employer-sponsored retirement savings plan, such as a 401k, who need advice on properly setting up and maintaining their accounts. This is one of our specialties. Includes-  

  • A goals and risk assessment

  • Portfolio Fee Analysis

  • Our investment recommendations for your account

The send my kids to college package (2-3 hours):

For parents who need advice on setting up an education fund for their children. Includes the following-

  • A savings and investing plan

  • Advice on selecting an optimal investment program



An educational primer on saving and investing (1 Hour): 
For new investors who need a little advice on where to start. This offering is especially beneficial for recent graduates and early career professionals. Includes-
 

  • Learning tools for personal financial management and saving

  • A beginners guide to the stock market

  • Our recommendations on how to set up a basic starting portfolio 


 

 


Financial Planning Fee's: $150/hr

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© 2020 A. Duncan Investment Advisory, LLC. 

This website is operated and maintained by A. Duncan Investment Advisory, LLC, a Colorado Registered Investment Advisor

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and all charges and expenses. Brokerage services provided to clients of A. Duncan Investment Advisory by Shareholders Service Group, an SEC registered broker-dealer and member FINRA/SIPC.

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