Continued access to your CERTIFIED FINANCIAL PLANNER™ and all the features and benefits that we offer.
Retainer clients keep access to our network of allied professionals, monthly financial market reports, Client Portal, document vault, micro-investing assistance, social events as well as monthly education series on multiple financial planning topics.
Far more importantly, however, they retain unlimited email/text access to their CERTIFIED FINANCIAL PLANNER™ who will be able to continue to be available for assistance and guidance going forward whenever needed. Life changes first and so do your financial planning and other needs. Your own CFP® will be at your disposal every step of the way.
Anyone who elects to move to the Retainer model following a 6 Month Transformation engagement will enjoy a discounted monthly fee schedule.
This is intended to be an ongoing, permanent planner/client relationship.
As a Registered Investment Advisor, Anglia Advisors is NOT permitted to offer direct tax advice, legal advice or medical advice, either domestic or international, and no firm communications of any kind (written, media, electronic or verbal) should be construed as such.