Ty Rollins, Inc. provides financial planning services to individuals and high-net-worth individuals. They offer advice on cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement planning, risk management, tax planning, and major purchases. They also offer ongoing comprehensive financial planning for a fixed monthly fee.
Fee Structure
Ty Rollins, Inc. offers ongoing comprehensive financial planning for a fixed monthly fee. Clients work one-on-one with a planner to develop and implement their plan. The planner monitors the plan, recommends changes, and ensures the plan is up-to-date. The plan and the client's financial situation and goals will be monitored throughout the year with follow-up calls and emails. There will be a full review of this plan on an annual basis.
Ty Rollins, Inc. offers financial advice on a fixed-fee basis, including:
- Initial setup to catalog retirement funding sources and provide a beginning monthly spending capacity in retirement (typically $350, depending on complexity).
- Social Security timing
- Status review of legal documents (e.g., Power of Attorney, beneficiaries)
- Roth conversions
- Cash/Emergency fund
- 5 to 7 Year TIPS Ladder for Bond Allocation
- Low-cost broad-based market index funds for equity allocation
- Medicare enrollment
- Mortgage payoff
- Long-term residency options
- Major expenditures planning
- Income tax planning