We enjoy meeting kind people, learning about their background, and determining if their financial planning goals align with ours.
To get started, we have you complete our Financial Freedom Survey, and then we meet for a 45-minute complimentary analysis via videoconference or in-person at our office.
During that meeting and after reviewing the results of your survey, we learn about why Financial Freedom is important to you. We then diagnose problem areas in your current plan, and provide you with solutions to preserve your lifestyle and protect your legacy.
If we are a good fit, we start your client onboarding process and schedule your first bi-annual financial plan reviews.
Our aggregate, annual financial planning fee ranges between 0.5% and 1.5%, depending on your comfort level with investment risk and amount invested.
Our planning fee involves all retirement and brokerage investing strategies, all types of life and long-term care insurance solutions, in addition to estate planning and tax mitigation solutions.
Working as a fully licensed Investment Advisor Representative (IAR) and serving clients as an Independent Fiduciary, means that they are our only boss and we are held to the highest legal and ethical standard of financial planning service.
We are not bound by any corporate directive and we are not limited by institutional restrictions around financial planning solutions.
Because of those restrictions, most corporate broker-dealer firms do not operate under the fiduciary standard of service and do not have access to the unique blend of investment and insurance solutions that we use to grow and protect our clients' wealth.
Beyond our business acumen, we take pride in strengthening client relationships through prompt and transparent communication along with multiple plan reviews per year.
Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Sanders Independent Consulting, LLC or any of its affiliates. The company, and its investment advisor representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.
This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download Sanders Independent Consulting ADV-2B by clicking here.
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