Traditional Financial Planning
Practical advice for a world of uncertainty.
It starts with an easygoing, confidential conversation between you and Burt Williamson. He is committed to helping you make sound financial decisions.
Burt hopes to build a long term relationship with you, provide you with clear, practical and objective advice to help you achieve your goals, and review your action plan as your needs and the economy change over time.
There are no guarantees, of course, which is why we need to update and tweak your plan at least once a year … or when major changes occur in your life. It’s better to fall in a shallow hole and be able to climb out than a deep one from which you may never recover.
We also develop a personalized investment policy that holds the parameters for how we would manage your investments, review your portfolio with you over time, and the applicable management fees for your accounts.
Note that when you invest with PlanPrep, your accounts are held with a professional custodian to keep your money safe.
You receive fixed annuity, life and/or long term care insurance illustrations that will help protect your assets and family as well. If you don’t need them, guess what? We aren’t going to recommend them. It’s that simple. We’re on YOUR side!
Note that you can take your plan and implement it on your own or do so with us.
We hope you will implement your financial strategies with us at PlanPrep so we can help monitor your plan and strategies, but you are under no obligation to do so.
We are committed to helping you navigate through the myriad of financial choices and obstacles that will arise along the way to achieving your goals.
If you hire Burt and PlanPrep to implement your strategies, we would have a follow up meeting 45 days after your strategies are in place to review the paperwork you receive.
See our fee schedules for planning and investment management in the disclosure document.
We meet regularly after that either on a quarterly or semi-annual basis, and you can reach Burt 24/7 if you need him, as life happens at all hours of the day and week – not just during business hours!
You will find Burt Williamson and PlanPrep to be very proactive in serving your needs.
There are NO lengthy fact finders to fill out, so do you want to know what to bring to the first meeting? Call 805-910-9657 or email us at firstname.lastname@example.org, and we’ll send you a one-page checklist of materials and a brief questionnaire about your goals, dreams and wishes.