Q : We just read Wes’ book, You Can Retire Sooner Than You Think, and realize we could have done a better job with our financial planning. Retirement is only a few years away, we would like to have someone give us some advice with growth portfolio management and retirement planning. What consulting service options does CIA offer?
A : Thanks for reading Wes’ book. It’s never too late to start planning.
At CIA we offer a free one-hour consultation to review how your current situation aligns with your overall retirement goals and objectives.
We don’t have consulting fees or hourly rates, rather we simply charge a flat annual fee which is billed quarterly on the assets that we manage for our clients as follows:
$0 – $1M: 1.0%
$1 – $3M: 0.9%
$3 – $5M: 0.8%
> $5M: 0.7%
Please contact Barbara at 404-531-0018 if you would like to schedule a free consultation.
We are happy to help.