Financial Planning

Financial Plan Guy specializes in working with DIY investors who DO NOT want to turn their financial accounts over to a financial advisor and get charged the typical 1% of Assets Under Management fee (AUM).  

Financial Plan Guy never takes custody (control) of client accounts and never charges an AUM fee saving clients thousands of dollars each year. 

Financial Plan Guy specializes in the creation of customized Personal Financial Plans for clients and offers full-time access to a certified financial advisor.

Fiduciary Advisor

The advisor upholds the Fiduciary Duty which means the needs of the client, not the advisor or anyone else, come first. Period.

Fee-Only Advisor

The advisor receives no commission on any financial products and there are NO AUM FEES.

No Minimum Account Size

There are no account minimums to work with the advisor. Every client is treated the same, regardless of the size of their investment portfolio.

A DREAM written down with a DATE becomes a GOAL. A goal broken down into STEPS becomes a PLAN. A plan backed by ACTION makes your dreams come TRUE

George S. Reid

Let’s create your Personal Financial Plan together.