Uniquely Built For You

Winged Wealth Management and Financial Planning believes that  ongoing comprehensive financial planning is the best way for most people to discover and achieve their objectives.  At the same time, we recognize that everyone’s goals and situations vary, so a “one size fits all” approach doesn’t work.  We will therefore work with you to find the plan that fits your needs, and modify it as required over time.  Here’s how we can help:

Comprehensive Financial Planning for-military-veteran-communities.

Comprehensive Financial Planning & Investment Management

Minimum annual fee of $5,000. Maximum annual fee of $16,000. $2,500 One-time onboarding fee (post Service Agreement). Fees based on complexity.

Hourly Rate for-military-veteran-communities

Hourly Rate for Meeting/Calls

$350/hr. This may be a good fit if you’d like to have a limited scope discussion about specific financial issues, or if you’d like analysis of discrete concerns such as your current investment portfolio.

One-Time Financial Plan or Project-for-military-veteran-communities

One-Time Financial Plan or Project

$5,000 and up subject to potential waiting list. Limited scope planning starting at $3,000. When deciding whether to buy in the Survivor Benefit Plan at military retirement, take the Aviation Bonus or analyze college savings plans, it may be useful to pursue a limited financial planning scope.

Want to know more? Contact us or schedule a complimentary introductory call.