Fee Based Planning:
We offer our clients the ability to work with us in different ways. One of these ways is a fee for service model which involves the client paying a flat fee for a comprehensive financial plan. Some clients prefer this process and use us as a resource to design their plan only.
Fee Based Planning and Implementation:
This process involves the design of the comprehensive plan, and the expertise of Jensen Anderson Wealth Management, LLC to help our clients implement the plan. While you are free to implement your plan with whomever you choose, our greatest satisfaction comes from taking our clients through both the planning and implementation process.
Online Account Aggregation:
This is a service that our firm provides for a fee. This service allows our clients to aggregate almost all of their accounts through one online portal. These accounts include, but are not limited to: mortgages, bank accounts, investment accounts, and insurance policies. These accounts do not have to be held with our firm. Clients find this extremely helpful in monitoring their entire financial portfolio from one place.
Our firm has a relationship with trust companies that provide a broad range of trust services. For our clients that need these services, we will make an introduction to the companies and assist in monitoring their service and performance.
Educational Courses and Conferences at local Universities and Corporations:
Our associates provide education seminars throughout the Tampa Bay region. Please monitor our calendar for upcoming dates.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.