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Fee For Plan


Fee For Plan is a unique financial service that allows clients to receive financial advice specific to the life stage they are in. Each plan focuses on individual needs, and our financial advisors will work with you to achieve your goals!
Retirement Videos

Thursday Thoughts: Retirement

For our final life stage of Fee For Plan as well as our final Thursday Thoughts, check out what Dave has to say about Retirement!

Learn more about our Fee for Plan Retirement package.

Videos

Thursday Thoughts: Tying the Knot

Have you met that special someone that you just might want to spend the rest of your life with? Or, are you newly married and wondering how to navigate finances? This week’s Thursday Thoughts is all about tying the knot!

Learn more about our Fee for Plan Tying the Knot Package.

Retirement Videos

Thursday Thoughts: Pre-Retirement

When you are in the full swing of work and family life – just the thought of preparing for retirement can be overwhelming. Tune in to this week’s Thursday Thoughts as we discuss how to regain your peace of mind while you plan for pre-retirement!

Learn more about our Fee for Plan pre-retirement package!
Videos

Thursday Thoughts: On Your Own

It is that time of year where many are graduating college and settling into their new normals. For most, it is the first time they are beginning to approach life on their own. Tune in to this week’s Thursday Thoughts as we discuss the exciting life stage of learning to be on your own!
Videos

Thursday Thoughts: New Arrival

Expecting a baby or just experienced the arrival of your own bundle of joy? Make sure to join us this Thursday as we discuss how to embrace this life stage.

Learn more about our New Arrival Fee for Plan package.

Videos

Thursday Thoughts: 5 Things You Can Control

David Smyth, CLTC and Alex Roig discuss “5 Things You Can Control”… in a pandemic!
Videos

Thursday Thoughts

David Smyth, CLTC discusses some of your most pressing questions and a market outlook during this turbulent time!
Videos

Thursday Thoughts: Q&A With Alex & Dave

In this Q&A with Alex and Dave, they answer many of your top financial questions during this season, and give you some of their thoughts on the trajectory of this crisis.

In the video, they’ll address topics such as:
  • Next steps and reopening the office
  • Trends developing from the pandemic
  • How to determine if a business will survive the pandemic
  • What we’re looking for in companies we follow
  • What we’re learning personally from the pandemic
  • What’s next

We hope you’ll also watch our Thursday Thoughts: 5 Things You Can Control.

Videos

Market Vs Virus

With all of the different rumors going around surrounding the market, it can be difficult to discern what’s the best decision in regard to your money. In this video, David Smyth, CLTC shares about the Coronavirus, past and current markets, and how they may all be affecting one another.

Enjoy
the ride.

Let us take the mystery out of financial planning so you can focus on what matters most.
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859.219.1006
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