PEAK Advisors PEAK Advisors PEAK Advisors
PEAK Advisors PEAK Advisors PEAK Advisors Services Offered Fee-Only Planner Quick PEAK
PEAK Advisors
Home Page Fee-only Retainers Articles _ Contact Us
_
"You're already paying my fee to someone. Whether its unnecessary commissions, high expenses, outrageous insurance premiums or more than your fair share of taxes."

Let me help you reclaim what's yours.

Michael A. Beer, CFP®
Certified Financial PlannerTM

· PEAK Approach 
· Services 
Tax Advice ·
Financial Planning ·
Investment Counseling ·
· Retainer Options 
Financial Review ·
Open Retainer ·
· Fee-Only 
Why it's better ·
· Articles 
Archives ·
· Contact Us 
_
Retainer Options
 
Financial Review
$475*

Designed for people just starting out, those seeking a second opinion or for those wishing to sample the fee only approach. The financial Review provides up to three hours of consultation on topics of your choice and follow-up on those topics via phone for one year. Popular topics are budgeting, buying your first home, 401(k) allocation, understanding employee benefits, financial aid forms and college planning, retirement plan rollover options and establishing retail brokerage accounts.

This is a snapshot of your situation and not a comprehensive plan. Tax preparation is available at standard per form rates.

*Guarantee: I'll save you more than your fee or its FREE.


Open Retainer
$1,500-$15,000
The open retainer is designed for individuals with more complex situations or for those desiring, or requiring, a greater degree of hands on involvement. It has proven to be cost effective and of benefit to small business owners and individuals with investment assets greater than $100,000. The fee is determined by formula taking into account income, assets and the complexity of your situation. The open retainer includes unlimited consultation hours, expert tax preparation and audit protection, simple wills, healthcare proxies and living wills are also included and prepared by a licensed attorney.

Although not right for everyone, when this retainer does fit clients can expect significant savings. Often, many times their fee. When you uncover the true costs hidden in other types of "planning" this becomes one of the best values in the industry. When you are educated to the inherent conflicts within the insurance and investment industries the price of objective, unbiased fiduciary advice becomes downright inexpensive.


© Copyright 2000-2007, PEAK Advisors