How We Will Work Together
Our process begins with an initial meeting. This complimentary session is simply about getting to know each other. We want to know:
- Your story: What are your top priorities; what’s important to you; what are your financial anxieties; your financial successes, your aspirations; your plans for your retirement years.
- Your questions: The majority of the time is spent here.
- Your expectations: What would you want from this relationship?
- Is there a fit? A mutual discussion of your needs versus our service, and will it serve your family.
How to Use Our Firm: Our retirement plans proactively guide you to a more secure retirement. We offer you two options:
- Comprehensive Personal Retirement Plan Package: This plan addresses all areas of your financial life including Income Planning; Expense Management; Tax Planning; Debt Management; Investments; Social Security & Medicare; Insurance; Estate Planning & Housing.
You’ll receive:
- unlimited access to us and support to help you successfully implement your plan
- two to three personalized sessions with us annually
- instruction on your different retirement options and what works best for you
- an Action Plan and binder
Our minimum for this package is $250,000 in investable assets. Our advisory fee is 1.25%. Our fee schedule is tiered and is reduced after your account reaches certain values.
- Personal Retirement Plan: This is a comprehensive retirement plan and it is designed for people who want to manage their own money but need help with the planning and a second opinion on their investments. We do not manage your money with this option.
The flat fee for this plan is two payments: $1,250 at the start of our engagement and $1,250 when you receive your plan.
You’ll receive:
- unlimited access to us and support to help you successfully implement your plan for the first six months
- two personalized sessions with us within the first six months
- instruction on your different retirement options and what works best for you
- an Action Plan and binder
- Unlimited electronic access to your plan
We build your retirement plan around your lifestyle with the flexibility you desire. As circumstances change for you–for better or worse–at any stage of your life, we adjust both the distribution scenarios and the actions you’re taking today to keep your plan on track with your goals. It’s about enjoying your money and enjoying the things you most want out of life.
About Us
Jeff Bogart
Jeffrey A. Bogart is the investment advisor, not Sila Wealth Advisory. Advisory services offered through Jeffery A. Bogart Investment Advisor, Registered Investment Adviser. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com, Jeffery A. Bogart Investment Advisor, Sila Wealth Advisory, and Lincoln Investment are independent, and non-affiliated. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment is registered as an investment adviser with the U.S. Securities and Exchange Commission and is registered as a broker/dealer in all 50 states. Lincoln Investment, and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
