I recently passed my Series 65 Examination and am finalizing my paperwork to become a financial advisor in the State of Tennessee. I am excited to begin this chapter of my professional career and be able to assist those who are in need of financial planning. Being new to the business but not new to the field of personal finance I am going to be offering fee-only comprehensive financial plans to my clients. My hourly fee will be $125, and the average plan will take four to six hours to complete after a free initial consultation.
If you are in need of assistance with retirement, I can aid you in developing a plan that can help you achieve your retirement goals. Are you already retired? I can analyze your situation and develop a strategy to maximize what you have to sustain you in your retirement years. Looking to make a big purchase such as a new automobile or even better, a house? I can help you to achieve these goals by planning your current financial situation to pay for these larger purchases. Need help making end meet and paying your monthly bills? I am more than able to help you develop a manageable budget that will enable you to get out of debt and stop living paycheck to paycheck. Worried about your investment portfolio? I can provide you an analysis of your current holdings and make recommendations of targeted asset classes based on the level of risk you are comfortable in taking.
Financial planning does not have to break the bank. I am available on an hourly basis to help you achieve any financial goal that you may have. And at $125/hour you only pay for the time I work on your issue or issues with just a minimum of a one hour charge up to several hours depending on the level and complexity of your financial needs. But unlike many financial advisors, I do not require you to place your assets under my management or get paid from financial products that many sell their clients. I only make money by working on your issues with your best interest in mind. And if you want on-going assistance, I offer that as well for the same low fee as all my other services.
Now you may be asking yourself what makes me qualified to do financial advising? I have extensive education and have furthered my background with self-study. I have a B.S. in Business Administration from Haskell Indian Nations University. Then I continued my education by obtaining an MBA and M.S. in Accounting from Strayer University. With those degrees, I obtained a strong background in business and accounting which enable me to analyze the financial information of individuals and companies alike. And finally, I obtained an M.S. in Financial Planning from Bentley University. This combined with my other degrees have given me the tools to prepare comprehensive financial plans for people who are in need of guidance in their everyday and long-term financial goals.
If you are not in the State of Tennessee, do not let that from stopping you from contacting me. I am willing to get licensed in other states when I reach the limit of clients that I can serve without being registered in a particular state. Financial planning is no longer just for the wealthy but can be for the average person who wants a better situation for themselves or their family.
Do not delay and contact KG Meyer, Inc. today to start down your path to financial freedom. If you have any further questions, please feel free to email me at kirk@kgmeyerinc.com or call me at (615) 491-1608. Remember at KG Meyer, Inc. our motto is “Personal Finance Made Simple.”
