I’m interested in working with Sloan Advisory Group. Is there a fee for an initial meeting?
There is no fee with our initial 30 minute introductory call. It’s important to hear what’s going on for you and to determine if we can help.
Why should I choose Sloan Advisory Group?
Clients choose us because we provide a level of expertise, care and a relationship they haven’t been able to find with other financial professionals.
What is the Certified Financial Planner, CFP® designation?
What is the Chartered Retirement Planning Counselor, CRPC® designation?
Individuals who hold this designation have completed study in pre- and post- retirement needs, asset management, estate planning and the entire retirement planning process. It’s another level of commitment to our craft and to our clients.
What is a fiduciary?
A fiduciary places client interests first and is held to the highest standard of care. Sounds basic but not all financial professionals work as a fiduciary. We do.
What is fee transparency?
Fee transparency is understanding costs/fees associated when working with Sloan Advisory Group. We do not utilize load or commission based investments. Our fees are clear and simple – you can see them.
Do I need a minimum to work with Sloan Advisory Group?
There are no asset minimums for financial planning services. Our base financial planning package starts at $3500. And while we do not have asset level minimums, our fee structure works best for clients with at least $750,000 in investable assets.
I’m interested in working with Sloan Advisory Group. What are the next steps?
Schedule an introductory meeting here. You can also reach us by phone or email. If you aren’t quite ready to meet but you would like to stay in touch, please feel free to sign up for Notes from Rachel, my blog and way to communicate with clients.
I don’t live in New York. Can I still work with Sloan Advisory Group?
Yes. Our clients are diverse and live in different parts of the country. We connect with our clients via our secure web connect technology that is easy to use. We also connect via the good old traditional phone.