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Bob Adams, CFP®,MBA,MSFP
certified financial plannerTM practitioner
Phone:
408-257-4137
Email: bob@armstrongplanning.com


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Client-Focused Service

The client’s interests always come first. You want and deserve advice you can trust. You need a financial advisor who is objective; someone who you are paying for their advice and recommendations and not someone who is selling you a product. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials.

Armstrong Retirement Planning, LLC can give you the peace of mind that comes with knowing you have planned prudently for your future. You can set aside money to create a plan to achieve whatever you want from life.

Types of Services we Offer

We offer comprehensive, objective, and personalized advice and financial management services to our clients who often lack either the time or the specialized training required to effectively manage their increasingly complex personal financial affairs. Based on your goals, objectives and specific financial issues and concerns, we customize a set of recommendations for you. This includes, but is not limited to, areas such as Estate Planning, Tax Planning, Insurance Planning, College Education Planning, Investment Planning and Retirement Planning.

We pride ourselves on helping you to implement our recommendations. You are of course free to decide how you wish to implement the recommendations that we make. If you wish, we will recommend, as appropriate, allied professionals such as estate planning attorneys, CPA’s and insurance professionals to assist you or you are free to use professionals of your choice.

In addition to offering planning, we also manage client’s assets (commonly called “assets-under-management” or AUM). We manage assets on a non-discretionary basis, meaning we will make recommendations, but we will not take any action without prior approval from the client.

Fees

Financial plans are normally quoted on a fixed-fee basis after discussing with the client the type of planning work they want done. Most financial plans are quoted at $1,800 - $2,200.

Asset based fees are reserved for clients with complex financial needs and require ongoing planning and consultations. Fees are paid quarterly in arrears. Fees are due on the first day of the following quarter, and are based on the account’s asset value as of the last business day of the prior quarter. Fees are prorated for accounts opened during the quarter. The client may terminate the agreement for asset-based services by providing the Adviser with thirty (30) days written notice. Upon termination, fees will be prorated to the date of termination.

Annualized Asset-Based Fees

From To Per Year
Up to $1,000,000 1.00%
$1,000,001 $2,500,000 0.75%
Over $2,500,000 0.50%





Armstrong Retirement Planning, LLC is a registered investment advisor in the State of California. This website is intended only for residents of California. My Form ADV can be reviewed on the Client Forms page of this web site.



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