Financial Planning Services
Tweedy Financial Services, LLC specializes in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets.
As fee-only advisors we work solely for our clients. Because no commissions are ever received, potential conflicts of interest regarding compensation are removed. We work with people from all walks of life, and clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future, or are seeking to protect, enjoy and pass on those you already have, Tweedy Financial Services, LLC can help you along the way.
Your financial objectives may include:
- Organize financial paperwork
- Ensure retirement income
- Reduce the burden of taxes
- Minimize the effects of inflation
- Provide for children or grandchildren’s education
- Create and preserve personal wealth
- Maximize wealth transfer
- Establish charitable legacies
- Reduce the risk of financially devastating events
- Foster peace of mind through proper planning today
To help you reach these important goals, our services include:
- Personal Financial Planning
- Retirement Planning Strategies
- Corporate and Government Pension Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Stock Option Advice
- Investment Strategies, including Asset Allocation
- Lump Sum Distribution Advice
- Ongoing Asset Management
- Income Tax Planning
- Estate Planning
- Second Opinion on Investments or Current Financial Plan
- Financial Seminars for Church, Civic and Affinity Groups
The only compensation we receive for our services is the fees paid directly to us by our clients. Because we do not sell any products to our clients, our advice is not influenced by making a commission or any other type of third-party compensation. As a fee-only (commission-free) firm, we simply offer independent, objective advice and professional recommendations.
For clients seeking ongoing investment management, Tweedy Financial Services, LLC can provide nondiscretionary investment management services, including portfolio design and ongoing investment review, analysis and recommendations. The cost to our client is based on a fixed-fee retainer or a percentage of the assets managed by the firm.
We welcome your inquiry and would be pleased to set up a no-obligation Get Acquainted Meeting at our office or by phone to discuss your goals and dreams, and how our financial planning services can help you achieve them. Don’t wait. Contact us now!
