Hourly Rate Services
Financial Planning, Retirement PLanning, and Investment Management
Intelligent Investing's services range from lifelong financial advice to one-time engagements in the areas listed below. You choose what you need. We are a fee only or hourly rate firm.
Hourly
Investment Management
Assessing Risk Tolerance
Defining an Investment Strategy
Reducing Investment Costs
Asset Allocation Determination
Tax Planning
Portfolio Diversification
Rebalancing Services
Portfolio Monitoring
Solo 401k Set-Up & Review
SEPIRA Set-Up & Review
Cash Balance Plans
Record Keeper Selection
Third Party Administrator Selection
529 Plans
Hourly
Financial Planning
Goal Planning
Cash Flow/Debt Management
Tax Strategies
Saving for College
Risk Management/Capital Needs
Estate Planning
Retirement/Income Planning
Spousal Plan
Healthcare Planning
Charitable Giving
Insurance Review
Annuity Evaluation
Budget Planning
Roth Conversions
Social Security Planning