Subscribe to Income Planner
When an individual meets with a financial advisor or planner, typically the first hour of consultation is free. Then the individual has a choice to make – do you decide to meet with this advisor again or perhaps meet and compare what another advisor might recommend? Do you hand over some of your money for them to invest and then typically pay 1% or more on those assets, or do you do it yourself? Do you meet with a commission-based advisor or meet with a fee-only planner and pay on an hourly basis? Commissions can add up quickly and even a fee-only planner will often charge between $100-$200 an hour.
Most investors find that they may have to spend several hours with an advisor and they may find that the advisor may also require a minimum amount of investable assets (dollars) before he or she will take you on as a client. Many require $250,000 to $500,000 or more.
Lots of decisions to make. Oftentimes, an individual ends up doing nothing.
Income Planner provides you with guidance and holds you by the hand. Income Planner is not a substitute for obtaining professional advice from a qualified person, firm or corporation familiar with your personal circumstances. However, Income Planner can provide you with a program to place a portion of your investable assets into its recommended portfolios.
Each fund or security selected can be researched on readily available public websites such as CEFA (the Closed End Fund Association) and ETF Connect. You can see detailed information on each recommendation and make your own determination as to its suitability for you. Take some time to educate yourself. It’s not that hard. Make it a learning experience and make it some fun.
Whereas an investor might pay anywhere from $2,500 to $5,000 per year as a minimum, Income Planner’s subscription is $199 for one year. About the cost of meeting with an advisor or planner for 1-2 hours. If for example you select a moderate return portfolio that has an income stream of 8%, then with $20,000 invested, the portfolio will generate around $1,600 a year. $50,000 will generate $4,000 a year, $200,000 about $16,000 a year and so forth. Remember, the value of your holdings may also increase or decrease over time and dividends and interest can also be raised or lowered over time. Income Planner attempts to diversify the funds in such a way that even if several securities raise or lower their payouts, the overall income generated will be close to payout originally mentioned. In summation:
Income Planner Financial Planner
Upfront Cost (Annual) $ 199 $ 0
On-going Cost 0 1% +/- of assets
Minimum Required $10,000 + $250,000 +/-
Commission (Annual) 0 $2,500 +/-
Broker for Purchases Any discount broker Preferred broker
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