Financial Answers, LLC

Description

Corporate education is key in building employee participation. Our financial planning services can help your people understand the benefits of your programs. Please call to discuss your specific needs. We can custom-build an educational program for your company. 11. What types of securities do you provide advice for? We provide advice for all types of securities, including mutual funds, stocks (as they relate to your portfolio holdings), bonds, bank deposits, variable, indexed, immediate, and fixed annuities, and other types of investments.

1. Please tell me about the financial planning process. Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future. Please review our How Does it Work? page for details on our unique financial planning process. It is important to remember that financial planning is a process . . . not an event. 2. How do you create this blueprint? First we focus on your goals, objectives, priorities and values.

Financial Answers, LLC, is a Fee-Only financial planning and Registered Investment Advisor firm located in Somers, Connecticut. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income, or investable assets.

We do not accept sales commissions, third-party compensation, referral fees, or a percentage of a client's account. We will always provide clients with an accurate estimate of the cost of our services before they begin working with us.

Financial planning fees are determined on a project basis; the total fee for a financial plan will vary from client to client based on the specific needs and complexity of your situation. An estimate is provided at the “Get Acquainted” meeting, when your personal needs are fully identified. So, whether we are answering one question or providing a comprehensive plan, our services are flexible and budget-friendly. 17.

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