People's Financial Advisor Offers Investment Advice for IRA Account Holders
People’s Financial Advisor helps individuals decide what funds to have inside their IRA accounts after considering their overall financial situation, analyzing their risk profile, and taking into account all their investable and non-investable assets.
Buena Vista, CO, August 21, 2010 --(PR.com)-- People’s Financial Advisor (PFA) www.peoplesfinancialadvisor.com , a leading provider of online fiduciary financial planning services, today unveiled that its Financial Plan includes specific guidance which investments to make inside people’s IRA accounts.
Mr. Robert Schumann, Chief Advice Officer at People’s Financial Advisor explains: “Employees that change jobs and roll over their 401k plan or other employer sponsored retirement account to an IRA account are lost. While employed they could get help with investment decision through their employer. Now they are on their own. They need un-biased advice how to invest their money.”
People’s Financial Advisor leverages its online interview technology to “discuss” with the client his/her situation and provides a personalized fiduciary investment advice. The process includes analysis of ones entire financial situation including real estate, retirement and non-retirement savings, assets and liabilities. The advice is a written report with asset allocation and specific funds selection inside and outside ones IRA account.
Mr. Schumann continues: “It is critical to look at the entire picture before making any specific security selection recommendation. Our proprietary technology allows our clients to engage us from their home through the Internet and avoid wasting time and money in travel and in office meetings. We are able to complete the entire service and offer a Financial Plan PLUS IRA investment advice for $99 only.”
Mr. David Ron, Co-Founder & CEO of People’s Financial Advisor said: “We tell people what is the risk level they should assume rather than ask them for the risk level they are comfortable with. The level of risk one assumes has a significant impact on the recommended asset allocation and it is our responsibility as their professional advisor to assist them with this challenging issue.”
About People’s Financial Advisor
People’s Financial Advisor is a leading provider of fiduciary financial planning services. Designed to help Middle America gain financial independence and peace of mind, convenient online services are balanced with interactive advisor consultations. People’s Financial Advisor offers a robust portfolio of services based on a proven behavioral finance approach called the Cambridge Methodology. Services include a free online assessment, online financial planning development tools and advice dealing with all aspects of financial decisions, opportunities and options. For more information please visit www.peoplesfinancialadvisor.com.
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Mr. Robert Schumann, Chief Advice Officer at People’s Financial Advisor explains: “Employees that change jobs and roll over their 401k plan or other employer sponsored retirement account to an IRA account are lost. While employed they could get help with investment decision through their employer. Now they are on their own. They need un-biased advice how to invest their money.”
People’s Financial Advisor leverages its online interview technology to “discuss” with the client his/her situation and provides a personalized fiduciary investment advice. The process includes analysis of ones entire financial situation including real estate, retirement and non-retirement savings, assets and liabilities. The advice is a written report with asset allocation and specific funds selection inside and outside ones IRA account.
Mr. Schumann continues: “It is critical to look at the entire picture before making any specific security selection recommendation. Our proprietary technology allows our clients to engage us from their home through the Internet and avoid wasting time and money in travel and in office meetings. We are able to complete the entire service and offer a Financial Plan PLUS IRA investment advice for $99 only.”
Mr. David Ron, Co-Founder & CEO of People’s Financial Advisor said: “We tell people what is the risk level they should assume rather than ask them for the risk level they are comfortable with. The level of risk one assumes has a significant impact on the recommended asset allocation and it is our responsibility as their professional advisor to assist them with this challenging issue.”
About People’s Financial Advisor
People’s Financial Advisor is a leading provider of fiduciary financial planning services. Designed to help Middle America gain financial independence and peace of mind, convenient online services are balanced with interactive advisor consultations. People’s Financial Advisor offers a robust portfolio of services based on a proven behavioral finance approach called the Cambridge Methodology. Services include a free online assessment, online financial planning development tools and advice dealing with all aspects of financial decisions, opportunities and options. For more information please visit www.peoplesfinancialadvisor.com.
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Contact
www.peoplesfinancialadvisor.com
Bob Schumann
(720) 897-7966
http://www.peoplesfinancialadvisor.com
Bob Schumann
(720) 897-7966
http://www.peoplesfinancialadvisor.com
Contact
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