Albuquerque and Santa Fe’s Hourly Financial Advisor, Retirement Planner and Investment Firm
Intelligent Investing is an independent registered investment advisory firm specializing in comprehensive hourly rate financial planning, retirement planning and investment management services.
Intelligent Investing - establishing, growing, managing, and protecting Client assets through life's various stages.
Typical topics covered:
Budgeting, Emergency Fund/Cash Reserve Buckets, Beneficiary Designations to Will & Trust Documents, How one is currently invested vs. How one may need to invest, Insurance to Long Term Care Insurance planning, Healthcare costs, Part-time work modeling to Social Security claiming strategies, to Roth conversions and/or tax planning.
Generally, a financial plan takes between 20 and 30 hours and we meet three or more times (dependent upon Client needs).
What’s in a typical investment management plan:
1) Determination of your projected household budget and risk tolerance; 2) Development of your Investment Policy Statement; 3) Creation & Delivery of your “How to invest” Excel Spreadsheet (with ticker symbols and dollar amounts); and 4) Development of your Summary Investment Management Plan (a written document detailing the “How” & “Why” of your plan’s implementation).
Generally, an investment management plan takes between 15 and 35 hours and we meet two or more times (dependent upon Client needs).
Take Action
Ready to take the next step? Call or email us to schedule a 15 minute no-obligation phone consultation.
BOOK OFFER
If you are interested in learning more about investing, please see Investing: The Basics by David L. Hogans. You can purchase the Kindle edition (for $3.49) by clicking on the image below.
Investing: The Basics is a book that lays the foundation for building one's financial life upon a bedrock of fundamental investing principles. Topics include: invest early and often, the "Rule of 72", what is an expense ratio (and why it is important), what is a bond, and what is a mutual fund. After reading this book, you will be ready to take charge of your tax-deferred investment vehicles (e.g., your 401k and IRA's) and begin your life-long journey towards more advanced investment strategies due to your strong grasp of investing's fundamentals.