Welsh Financial & Accounting Services, LLC

 
 

Pre-Retirement Investment Analysis (Fee $1,500)

This service includes an analysis of the pre-retired client and their current investments.  It addresses whether the client is on track to save enough to meet their investment goals.  It also addresses whether the client has chosen an appropriate asset allocation given their overall financial situation in order for them to meet their goals.  The analysis takes a look at the fees the client is currently paying and makes recommendations to see if there is a more cost efficient way for the client to meet their goals.  This analysis will not address the client's insurance and estate issues. 

 

Retirement Investment Analysis (Fee $1,500)

This service includes an analysis of the retired client and their current investments.  It addresses whether the client has chosen an appropriate asset allocation given their overall situation.  The analysis will also address how the client can establish a tax efficient withdrawal strategy which maximizes their assets over the life of their retirement.  The analysis will also take a look at the fees the client is currently paying and make recommendations to see if there is a more cost efficient way for the client to meet their goals.  This analysis will not address the client's insurance and estate issues. 

 

Review of Financial Plan (Fee - $750)

This review is for those clients who have had a financial plan or analysis prepared in the past and want to review their situation to make sure they are on track to meet their goals.  The review addresses any new occurrences in the client's financial situation as well as monitoring the client's progress toward their goals.  The review will also address tax efficient withdrawal strategies for those already in retirement.  The review is suggested annually.

Investment Analysis

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