S.E.L.F. Wealth FAQ'S

What fees are associated with working with S.E.L.F. Wealth?

At S.E.L.F. Wealth, we do NOT charge a fee per meeting. As an independent fee-based advisory firm, our clients pay an ongoing fee for the management of their accounts. This fee varies based on the size of the portfolio, the investment allocation, and the type of management. Additionally, we sometimes recommend life insurance and annuity policies, for which our office is compensated directly by the insurance carrier through commissions. When we meet to discuss your financial needs and objectives, we will clearly explain any fees involved based on the agreed-upon services. Rest assured, you will not be charged anything until a clear course of action is discussed, agreed upon, and implemented.

What are some common concerns your clients face?

What fees are associated with working with S.E.L.F. Wealth?

Will I outlive my retirement savings?
Can I retire early?
Are my investments earning enough to reach my goals?
How much market risk should I have?
How do I reduce taxes in retirement?
What is the ideal way to plan for the next market decline?
What are the elements of a sound legacy plan?
Do I have enough life insurance for my family?
How much should I be paying in fees to my advisor?
Should I pay off my mortgage?

Do you meet with clients on the weekends?

At S.E.L.F. Wealth, our team does not schedule client meetings on weekends. We believe financial planning is as important as health care, deserving the same level of seriousness and attention. Just as you would make time to see a doctor or dentist during regular business hours, we encourage our clients to do the same for their financial health. Most of our clients appreciate the importance of this approach and schedule their meetings accordingly.

Is there a fee for the 1st meeting?

Do you meet with clients on the weekends?

We do not charge a fee for our initial consultation or for ongoing consultations (please refer to the fee information above). The initial consultation is an opportunity for us to get to know each other without any pressure. During this casual, one-hour meeting, we will discuss your financial goals, concerns, current investments, and other planning-related aspects. If we feel we can add value to your financial planning and you are a client we would like to work with long-term, we will schedule a second appointment.

DISCLOSURES

Securities offered through Innovation Partners LLC, Member FINRA/SIPC. Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser and Innovation Partners, LLC. Insurance products are offered through the insurance business S. E. L. F. Wealth. S. E. L. F. Wealth is also an Investment Advisory Practice that offers products and services through Impact Partnership, Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by S. E. L. F. Wealth are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. S.E.L.F. Wealth, LLC,, Innovation Partners LLC, and Impact Partnership Wealth, LLC are not affiliated entities. Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Market Guard ® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard ® does not offer advice or enter into fiduciary relationships.

S.E.L.F. Wealth FAQ'S

What fees are associated with working with S.E.L.F. Wealth?

What fees are associated with working with S.E.L.F. Wealth?

What fees are associated with working with S.E.L.F. Wealth?

What are some common concerns your clients face?

What fees are associated with working with S.E.L.F. Wealth?

What fees are associated with working with S.E.L.F. Wealth?

Do you meet with clients on the weekends?

Do you meet with clients on the weekends?

Do you meet with clients on the weekends?

Is there a fee for the 1st meeting?

Do you meet with clients on the weekends?

Do you meet with clients on the weekends?

DISCLOSURES

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