Frequently Asked Questions:
Why a Financial Advisor?
Good financial advisors provide knowledge of investment options, collaborative coaching on financial organization and decisions along with time savings for investment research.
What type of Clients does Houten Haley Financial work with?
We live, cruise and work in Florida. We typically work with mid-career professionals seeking a long term plan and mature investors focused on net worth optimization.
What is included in a typical financial plan?
Plans can be comprehensive or ala carte, and typically include cashflow analysis, budgeting, savings plan, net worth tracking, tax planning, investment check and allocation plan, risk analysis, scenario planning, goal development including retirement planning.
What does Houten Haley specialize in?
We specialize in developing actionable plans to best meet our clients goals. We provide expertise in our wealth management service matching planned risk and return profiles of dynamic, customized portfolios.
What is the wealth management service?
With a sound financial plan in place, Houten Haley Financial can also help implement the investment portfolio with a managed account. We focus on developing investment portfolios that are tailor matched to your risk management profile and your timeline goals. We manage regular check-ins to achieve high levels of collaboration with build, do, check, adjust methodology.
What does it cost?
Our Relaxed and Informal Consultation is Free. Just Get Started.
Flat fees for financial plans range from $700 to $5,000 depending on complexity Portfolio management fees are competitive and detailed in our ADV Part2A Brochure found here.