Halcyon Professional Advisors (HPA) provides financial planning and investment oversight services. HPA helps clients identify financial objectives and find solutions to financial problems, including goal setting, cash flow, tax planning, investment allocations, retirement planning, insurance, and estate planning. HPA is fee-only and does not sell financial products or accept commissions. HPA offers retainer engagements, limited scope engagements, and financial reviews.
Fee Structure
Halcyon Professional Advisors does not perform continuous and ongoing investment management services to clients' assets. HPA will make no-load mutual fund recommendations. The client is responsible for implementing HPA's investment recommendations and rebalancing recommendations. Upon request only, HPA will assist the Client in conducting the recommended transactions in an account using non-discretionary authority. After the transactions occur, HPA does not provide continuous oversight but will review the account on an annual basis, at least.