Bluemound and nationally published financial advisor Kirk Spano offer low-cost flat fee consulting services to those who wish to maintain a low turn-over, low cost portfolio, which offers attractive risk versus reward characteristics.
Nationally recognized financial adviser Kirk Spano will work with you for a flat annual fee that includes hourly access, as needed telephone / Skype access, email alerts and periodic reviews to design and maintain an opportunistic asset allocation, prudent financial planning, and a free subscription to his nationally popular investment service: The American Resource Boom Letter.
These services can be customized to the level of service you prefer with Kirk being able to act as an advisor for your overall financial plans, consultant on investments and retirement accounts, designer of retirement income strategies and guide to long-term wealth management strategies.
Many self-directed investors prefer to maintain control over their accounts and simply would like a coach to assist them over time. These types of investors appreciate Mr. Spano's thoughtful approach. There is no requirement for you to move your accounts. For many investors, accounts are held at any number of custodians, including Vanguard, Schwab, Fidelity, TD Ameritrade, Optionshouse, etc...
Flexible services are designed based upon your needs and goals. Services include a free initial discussion and the first four hours of services at a discounted rate. Fees start as low as $800 per year. If you are seeking the most cost-effective way to manage your retirement plans and assets, contact Kirk Spano to discuss your circumstances and needs.