Best Financial Planner in Goshen, IN
John Liechty
Integrated Financial Planning Solutions (An Indiana Registered Investment Advisor)
203 South Main St, Suite 2-A
Goshen, IN 46526 USA
Work 574-975-3682

Retainer-Based Financial Planning Services:

The IFPS retainer-based monthly subscription offering includes a comprehensive suite of financial planning services provided for a fixed subscription fee. New clients pay an initial fee for development of a comprehensive financial plan, then a flat monthly fee depending on complexity and a client's specific facts and circumstances.

A subscription platform allows for a strengthened partnership and ability to provide more comprehensive financial guidance when and how you need it. Additional information regarding retainer services is included below:

CFP, Fee-only

Phase 1. Taking Stock

Phase 2. Creating a Customized Plan

This stage is focused on understanding your goals, your finances, and the levers at your disposal to optimize your financial situation, including:
  • Goal assessment and prioritization
  • Generation of a Net Worth Statement
  • Inventory of key financial information, including:
    • Workplace benefit offerings
    • Risk management program
    • Investment portfolio holdings
    • Debt Summary
    • Tax Returns
Once you've shared your goals and we've assessed the opportunities associated with your current financial situation, we go to work to develop a comprehensive, customized financial plan, which may include:
  • Investment Policy Statement and Asset Allocation Plan
  • Detailed portfolio recommendations
  • Saving and spending plan
  • Insurance needs analysis and recommendations
  • Estate planning guidance
  • Debt repayment strategy

Phase 3. Implementation

Phase 4. Ongoing Services

We offer tailored implementation assistance to retainer clients. We will work with you to make the implementation process as painless as possible, which may include participating in conference calls to implement investment recommendations and drafting communications on your behalf to your human resources representative or insurance broker. We'll leverage our expertise to help you cut through the red tape that inevitably comes with navigating the ins and outs of various financial institutions. Once you've implemented your financial plan, you focus on living your life and rely on us to provide the tools you need to achieve your financial goals. Ongoing services may include:
  • Tax planning, preparation, and strategy
  • Annual insurance review
  • Investment advisory services, including recommended rebalancing and tax loss harvesting strategies
  • Quarterly budget reporting
  • Major purchase consultation
  • Annual financial plan update
  • Strategic finance support for entrepreneurs and business owners