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© 2017 by Logbook FP

68 Main St., Rockport, ME 04856 

How We Work for You

Twenties & Thirties

  • Strategies to purchase a first home

  • Manage and eliminate student loans

  • Establish a budget and cash flow analysis

​​​Thirties & Forties

  • Launch education savings in 529s and Coverall ESAs

  • Retirement planning through the market's ups and downs

  • Comprehensive insurance analysis to protect your loved ones

Forties & Fifties

  • Fortify and diversify your 401K, TSP, and IRA accounts

  • Focused planning to save ON the cost of college while not robbing your retirement

  • Evaluate a second home or investment property purchase

 

Fifties & Beyond

  • Evaluate early retirement options

  • Recommend a proper asset allocation of stocks, bonds and cash for longevity

  • Develop Social Security and withdrawal strategies for retirement

 

$750/quarter ($3,750 first year, $3,000 ongoing)

Includes $300,000 of asset management

 

  • Fiduciary advice in a retainer-style relationship focused on organization, partnership, education, accountability, proactivity and objectivity.  

  • Telephone and email support – fosters two-way communication and encourages planning—all without having to worry because the meter isn’t running.

  • Client check-in every six-months to review and adjust your plan. Ad hoc meetings as needed.

  • Planning and coordination in advanced areas – insurance, tax, early retirement and real estate.

  • Annual rebalancing recommendations for your held-away accounts - TSP/401(k).

  • Portfolio management focused on asset allocation, rebalancing and tax diversification/efficiency and withdrawal strategies.

  • Low cost ETFs and mutual fund selection. Socially responsible portfolio strategies available.

  • College affordability and funding advice – aid projections, FAFSA filing and net cost comparisons.

  • Low 0.50% asset management fee over $300,000.  Even lower over $2M.

 

The first year includes a $750 initial set-up fee.

Financial questions are complex.  Your time is limited. 
Collaborate with a CERTIFIED FINANCIAL PLANNER™ for answers.

 

After our initial call to determine if we are a good match, let's dive right into Partnered Planning & Asset Management.

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DREAM•PLAN•LIVE