Honesty, Integrity, Humility, Competence, Value.
These five words sum up Intelligent Investor Financial Planning, LLC’s core business philosophy. We are honest, transparent, and up front with our pricing structure for our services. As a Registered Investment Advisor, we have a fiduciary responsibility to put our clients interests and needs far ahead of our own bottom line and always strive to create tangible value for our clients. We approach each of our client’s unique financial planning and wealth management needs as if they are our sole client and do so with the humility that managing our clients wealth, aspirations, and goals requires of a fiduciary. Intelligent Investor Financial Planning, LLC brings a wealth of industry experience to our clients, including a deep understanding of compliance, the principals of financial planning, and individual wealth management solutions tailored to each of our client’s unique needs. Finally, we believe that the fees clients pay must not only reflect the value that they receive but also be reasonable for the services provided.
Our approach is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
