We can act as your financial advocate on a one-time, flat fee basis to help you be sure that the direction you intend to head in your financial life is truly in your very best interest. Sort of like going to the doctor for a "financial fitness" checkup.
Our financial consulting service is much like paying a flat fee for a financial plan. We do not call it financial planning, however, because most financial planners provide this service to induce you to purchase products they have to sell.
When you receive a professional consulting recommendation from Vigil, you can be sure that:
- The recommendations are not the result of a "cookie-cutter", mass production approach. Each recommendation is carefully handcrafted to respond specifically to your particular financial and life circumstances.
- The recommendations represent our very best professional judgment based upon our training as financial advocates and the years of experience we have had in representing the interests of thousands of clients. You receive the benefit of this training and experience in our guidance to you without having to go through these processes yourself.
- The recommendations are motivated 100% by your best interests. Because our only compensation is the fee that we charge you - we are not paid by any course of action that we recommend to you - you can trust that we want only what is best for you.
We commonly provide one-time advice in the following areas:
- Investment and insurance vehicles, strategy and performance
- Retirement planning-
- Do I have enough to retire?
- Am I on the right track to retire when I want?
- How do I best access the funds I have accumulated after retirement?
- Income, estate and gift tax issues
- Estate planning, which we define as establishing a plan for the most efficient and cost effective transition of your assets through your incapacity and death to your intended beneficiaries
- Divestment planning, or protecting your estate if you or a spouse need to enter an extended care facility
View our Consulting Agreement.
To receive a specific flat fee proposal to help you with your matter of concern, please Click Here.