Our fixed-fee arrangement can be attractive for clients who have illiquid assets but need assistance in managing them. We perform a broad assessment and concrete guidance that addresses client concerns. We also identify overlooked opportunities and pitfalls. Often, clients have questions about employee benefits, taxes, 401(k) allocations, insurance needs and balancing savings for multiple priorities. Meetings can be virtual or in person. Clients have unlimited on-line access to our financial planning software, Right Capital, and our performance monitoring software, Blueleaf.
Contact us to learn more about how H Cubed Financial Solutions may be able to help you. Our clients who go through our planning process feel more confident, prepared and empowered about their financial futures.