Waits Investments offers hourly financial planning services for individuals and families regardless of income, net worth or assets.
Hourly planning is ideal if you need:
- Investment review for do-it-yourselfers
- A check-up to determine progress in meeting financial goals
- A second opinion on financial issues
- A financial planning road map
- Retirement accumulation and withdrawal strategies
- Investment allocation recommendations
- Review of investments in a 401(k)
Waits Investments will charge only for the time we spend to deliver the answers or solutions that clients seek. We give you an estimate, up-front, of the expected fee and will not go over that level without your permission. You implement the plan yourself or we can assist you.
Although it is not required, we recommend checkups at least annually or if there are any changes in your financial situation. We can work together to set up periodic checkups throughout the year; otherwise the client will initiate any financial planning checkups.
Hourly service is recommended for self-directed individual investors seeking periodic portfolio reviews and investment guidance on an economical basis by an experienced, trusted professional.
As always, Waits Investments does not have any asset minimums or receive sales commissions of any kind. There is no conflict of interest and any hourly financial planning advice will be provided solely to help you manage, protect, and grow your resources while living life to its fullest.
