What You Expect
❖ Fee Only Financial Planning ❖
Trusted Financial Advisors And Wealth Managers Dedicated To Helping You
We believe in a consultative and collaborative financial planning approach. Each person and family’s situation and goals are different. We offer fee-only financial planning that are always in your best interest. As fee-only fiduciaries, our responsibility is to our clients. We do not sell any products or receive any commissions of any kind. We do provide objective and unbiased financial planning advice, customized to fit each client’s unique circumstances.
Our Fees
At RelyOn, our goal is to add value to your financial life at a reasonable and affordable fee. Our fee-Only pricings offer minimal conflict and maximum advice you need. We offer three different fee-only pricing schedules. Your advisor will guide you on the best fee-only pricing option for you:
1
% of Assets Managed (0.2%-1% based on size and strategy)
2
Annual Retainer
3
Project Based
Personalized Strategies
RelyOn keeps you on track by working with you and for you. Use us as your sounding board for new ideas and count on us for educated and industry-intelligent advice wherever life takes you.
Provide trusted advice for all your financial matters, leveraging our understanding of what money means to you and what motivates you.
Provide guidance on which courses are available to you and evaluate the pros and cons for each situation.
Develop individualized tools and resources that you need.
Anticipate and monitor future changes and proactively work through them with you.
Investment Management
Managing investments is a balancing act between risk and return, as well as converting investments into income when you need it. RelyOn does the balancing for you so you can easily track your progress and avoid pitfalls as you move toward your financial goals. Whether it’s consolidating your investments or guiding you through market volatility, the RelyOn team will evaluate your portfolio from all angles, using historical perspectives and in-depth industry experience.
Use proven asset allocation strategies with rebalancing to achieve the optimal risk adjusted return.
Explore alternative investment options using customized tools that fit your goals and financial situation.
Make recommendations for income splitting, tax minimization strategies, and portfolio tax optimization.
Work with your tax advisor and provide year-end tax information.
Family Confidence
RelyOn understands that your financial decisions impact your entire family’s life for better or worse. We help you make sure it’s for the better by preparing for life’s tough decisions and by leaving our door open to your loved ones’ questions and needs.
Personalized consulting for you and your family, ensuring that your family’s needs come first.
Navigate, facilitate, and lead the way through life’s growth stages whether it’s college planning, marriage, or home purchases.
Work closely with your other professional advisors and recommend professional specialists where needed.
Streamline and organize your financial situation and documentation, so that you can focus on your goals.
Engaging Service
We strive to build a continuous relationship with each of our clients, making RelyOn your go-to for financial answers and resources.
Remain only a telephone call away to answer financially-related questions for you.
Provide up-to-date financial news and trends through accessible online resources via our website and newsletter.