Robert & Carolyn

Their Concerns.

 

  • Robert & Carolyn weren't sure how much their retirement would cost, or when they could afford to retire.

  • They cared about where their money was invested, and wanted to avoid alcohol, tobacco and weapons companies.

  • They wanted to help their children and grandchildren without jeopardizing their own future.

  • They also needed to consider the risk of needing to help Robert's aging mom.

  • When all was said and done, they also wanted to leave something to their favorite charities.

How We Helped.

  • We developed a retirement income plan that indicated a high probability of never outliving their money.

  • We began managing their retirement accounts with investments that were aligned with their values.

  • We opened a 529 plan to save, tax-free, for their grandchildren's college expenses.

  • We helped them purchase commission-free term life policies to benefit their children.

  • We helped them purchase investments to help them guarantee a future income. 

The Results.

 

  • Robert and Carolyn now feel good about their finances being organized, also well as knowing what their money is invested in, and are comfortable knowing they have a durable retirement income plan in place.

Price.

  • Our pricing schedule is based on the investments that we manage for you and is as follows:

                            Account Value                             Annual Advisory Fee

$0 - $249,999                               1.00%

 $250,000 - $499,999                    0.85% 

$500,000 - $999,999                    0.75%

$1,000,000 - $1,999,999              0.50%

$2,000,000 and Above                0.25%

A $125 per month minimum charge applies.

 

You will never pay a commission on the investments we select for you, nor will you ever pay a hidden charge.

Complete list of included services:

  • On-Call Guidance

Unlimited Phone Support

Unlimited Text Support

Unlimited E-mail Support

  • ​Financial Dashboard & App

  • Investment Management

-ESG & SRI Integration

  • Retirement Income Plan

  • Credit Score Guidance

  • 401(k) Plan Guidance

  • Cash Flow / Budgeting Guidance

  • Commission-Free Annuities

  • Commission-Free Life Policies

  • Commission-Free Disability Policies

  • Commission-Free LTC Policies

  • Tax Return Review

  • Will Review

  • Trust Review​

  • Charitable Giving Planning

  • CPA Coordination

  • Attorney Coordination

Potential Clients
15 min
Complimentary
Contact

12343 Whisper Lake Drive

Bradenton, Florida 34211

​​

Tel: 941.544.2269

Text: 941.877.6011

Fax: 844.247.6772

garrett@moorefinancialmanagement.com

  • Black Facebook Icon
  • Black LinkedIn Icon
  • Black Twitter Icon

Moore Financial Management, Inc. is an Investment Adviser registered with the State of Florida. Our current disclosure brochure, Form ADV Part 2, is available here.