Most likely you are seeking the services of a financial planner because you aren’t comfortable with making your own wealth management decisions. The term “do-it-yourselfer” may make you nervous when it comes to retirement and investments. But, you don’t need to worry!
We make complex things simple for you
You may want to manage your portfolio. Maybe you are just getting started, but don’t know where to begin. That doesn’t mean you need to go it alone. You deserve professional, fee-only wealth management. When you work with the R&A team, all you need to know is how to use the internet. Intricity was made for you!
We offer an affordable, monthly plan that costs about the same as your cell phone or cable bill. Of course, you get a lot more out of our service than those things.
Your monthly fee includes an annual review where we update your financial plan and rebalance your portfolio. We also complete one basic tax return as part of the monthly fee (complex tax returns require an additional fee). Finally, you have the entire R&A team on your side ready to help with any questions that come up throughout the year.
Don’t let fear of the unknown hold you back. You can take control of your financial life. Contact Rowling & Associates for a no-obligation introductory meeting at our San Diego office.