Financial Spyglass offers comprehensive financial planning and investment advisory services. For a fixed annual fee, clients work with a planner to develop and implement a financial plan covering areas like net worth, cash flow, insurance, retirement, and estate planning. Financial Spyglass also provides investment advisory services through third-party money managers, assisting clients in determining their investment objectives and risk tolerances. They also offer tax planning assistance, working with clients and their CPAs to gather necessary information.
Fee Structure
Financial Spyglass offers investment advisory services through third-party money managers. Financial Spyglass assists clients with determining their investment objectives and risk tolerances, including other goals and selecting an appropriate allocation model, managed by the Outside Manager. The fees for the third-party money managers are separate from Financial Spyglass's planning fee.
