Do You Need Help with Investments?

Jonathan Briggs <br>CFP®

Jonathan Briggs, CFP®
Vice President
(813) 448-3662
Jonathan@palmaceiawealth.com

We Offer Clients 2 Ways to Work Together

  1. With many clients we offer Investment Management, we are firm believers in active management and build personalized portfolios for every client. We use a technical analysis tool that has been time tested to maximize yearly returns and give you that extra return over standard benchmarks.
  2. Some clients just don't fit the traditional asset management relationship and because of that in the past, they haven't received the support they needed. Instead, we have built a fee-only advice platform which, depending on level, can give either help on targeted areas all the way to comprehensive financial planning support. All of this for a monthly fee, no strings attached! Get high-quality fiduciary advice where and when you want it! No need to be local or to spend hours coming into our, we have many of these relationships completely virtual!

 

Our Fee-Only Advice Platform

Silver

  • Support with adding your information
  • Data aggregation of all accounts
  • Access to monthly reports
  • Real person to work one on one with. (response in 48hrs)
  • Access to your online secure vault to all your important documents
  • 1 basic financial planning meeting per year to discuss-
  • insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning.

$50/mo

Gold

  • Support with adding your information
  • Data aggregation of all accounts
  • Access to monthly reports
  • Real person to work one on one with. (response in 24hrs)
  • Access to your online secure vault to all your important documents  
  • 1 annual comprehensive financial planning meeting-
  • meeting to discuss- debt reduction/ maximizing employee benefits/ insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning.

$100/mo

Platinum

  • Support with adding your information
  • Data aggregation of all accounts
  • Access to monthly reports
  • Real person to work one on one with. (response same day)
  • Access to your online secure vault to all your important documents  
  • Semi-annual comprehensive financial planning meetings-
  • meeting to discuss- debt reduction/ maximizing employee benefits/ insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning / retirement income planning/ gifting & wealth transfer / tax management/ social security maximization planning

$150/mo

 

Helpful Videos Whether You're 30, 40, or 50!

  • How to save enough to get to 1m and be able to take 50k a year (in today's dollars) based on age. (first set of videos)
  • A program to hire a person CFO and help get the advice you need regardless of age. (next video)
In your 30's? Watch this:
In your 40's? Watch this:
In your 50's? Watch this: