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Services

Four Ponds Financial Planning LLC provides hourly, as-needed financial planning and investment advice as well as ongoing investment management and financial advice. Our clients include individuals, families and small business owners. Visit our fees page for details on cost.

Financial Planning
Most clients engage Four Ponds Financial Planning LLC on a limited, as-needed basis for financial planning advice. A written financial plan with recommendations and an action plan are prepared as part of this service. Typical engagements may cover the following:

• Retirement Planning
• College Savings Strategies
• Investment Selection
• Second Opinions

Investment Management
For clients seeking ongoing investment advice, Four Ponds Financial Planning LLC provides nondiscretionary investment management services. This service includes portfolio design and ongoing investment review, analysis, recommendations and financial planning help. The cost is based on a percentage of the assets managed by the firm.

Long-Distance Planning
A service utilizing web-conferencing technology to work with clients from a distance. Appropriate for those comfortable working online or who do not have access to a fee-only financial planner in their area. All services mentioned here are available via long-distance financial planning.

Small Business Retirement Planning
Four Ponds Financial Planning LLC provides small business owners with assistance setting up retirement plans appropriate for themselves and their employees. Options includes SEP IRAs, SIMPLE IRAs and small business 401(k) plans. This service includes retirement planning and investing seminars for employees.