Years ago I was a Registered Representative for a big firm in the financial industry. I enjoyed working with clients, but at the end of the day it was really more of a sales job with quotas and management influences. The focus was on products or accounts the client had with our company, and didn't consider everything else a client had going on financially. I always felt this left clients with gaps in their financial plans, so I decided to take things in another direction with Ashland Advisors.
We are an independent, fiduciary, fee-only financial advisory practice. That means no conflicts of interest from corporate influences or product sales. Our plans focus on the client, not on a single product or account. We don't charge ongoing commissions or management fees, just an hourly rate for plan development. For most clients, initial plans cost about as much as a tax return.
With our online tools, clients can see projections, track progress towards their goals, and compare different strategies. Our planning tools include modules for insurance coverage, investment portfolios, budgeting, debt retirement, wealth accumulation, income taxes, Medicare and social security benefits, charitable plans, and final expenses.
Check out the video demos and details below, or give the tools a test drive for yourself. If you have questions or want to learn more, contact me anytime.
Test drive the client facing side of our planning tools in demo mode. If you like what you see, you contact us to discuss next steps. Zero nagging follow ups from us of any kind.
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | 5235 Bulldog Avenue | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.