Siegel/Yocum Asset Management - Financial Planning
Item Number: 20
Time Left: CLOSED
Description
Retirement Planning Analysis for a total of 3 hours
Siegel/Yocum Asset Management, LLC is a Registered Investment Advisory firm headquartered in Scottsdale, Arizona.
Richard Siegel and Gregory Yocum, the co-founders of Siegel/Yocum Asset Management, LLC both hold the designation of Certified Financial Planner and have a combined 23 years of industry experience.
Our firms mission is to manage client assets by structuring a diversified portfolio based on each clients unique financial goals. Portfolios are managed by optimizing risk vs. return, tax efficiency, and long term wealth accumulation. We strive to build strong working relationships with all clients, investing the time necessary to understand each clients specific goals and objectives.
The personalized level of attention our clients receive is the cornerstone of our business, and because we are a fee-only firm, we act in our clients best interests. We receive no third-party compensation, and all recommendations are completely unbiased. In addition to offering fee-only asset management services, we provide hourly consulting. Whether you are accumulating wealth for retirement, focusing on asset preservation, or developing tax efficient spending strategies, Siegel/Yocum Asset Management, LLC is dedicated to achieving your financial goals.
Special Instructions
The winning bidder is entitled to a 3-Hour
Retirement Planning Engagement.
This includes the following:
1) A data gathering meeting to review of your financial goals and objectives.
2) Recommend a target long-term asset allocation based on your risk tolerance, goals, and time horizon.
3) We will develop a detailed retirement cash flow analysis to determine whether you are on track to achieve your retirement goals.
4) There will be a follow-up consultation to discuss your action plan.
We have a combined 23 years of industry experience, and strive to build strong working relationships with all clients. The personalized level of attention our clients receive is the cornerstone of our business, and because we are a fee-only firm, we act in our clients’ best interests. We receive no third-party compensation, and all recommendations are completely unbiased.