How We Work With You

Call today: (703) 771-0905

LAUNCH

Have you been told your accounts are too small or it costs too much to work with an advisor?

You no longer have to be in the top 1% to get sophisticated investment advice. Would you like to save 50% of the typical industry fee to create & implement a disciplined investment plan?

Would you like access to a world class financial planning tool to navigate and realize your dreams?

With LAUNCH, we invite you to join millions of folks who have benefited from professional, low cost, diversified management of their accounts and access to financial planning expertise.

Professional management Advisor Partners

personal financial planning roadmap 2

Get Started with LAUNCH:
1) Send us a note (This email address is being protected from spambots. You need JavaScript enabled to view it.) so we can reach back out to you and get you LAUNCHed!
2) We use technology to quickly onboard you as our client and complete the necessary account paperwork and DocuSign to sign off on documents
3) Complete risk profile (this is our in-depth look at your risk capacity, risk tolerance, and risk required.
4) Complete Portfolio Investment Policy – we complete this with you. It is used as the guidance for managing your portfolio through Advisor Partners and will provide a diversified, low cost global portfolio that is matched to your risk profile
5) Provide access to world class financial planning software so you can enjoy this navigational tool for context in making your most important planning decisions.

Fiduciary - Fiduciary means we put your interests first. Period.
Fee-only - Fee-only means we limit conflicts of interest. We do not accept commissions or compensation from any source except clients.
Fees - Transparent and reasonable. Fees are paid in advance by account deduction quarterly.

 

Our partners in your success: