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9375 E. Shea Blvd. Ste 100, Scottsdale, AZ 85260

480-493-3317
william@beranfinancial.com
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Services and Pricing

WHAT CAN A FINANCIAL PLANNER HELP YOU DO?

  • Advise you on how to invest in your 401(k) or manage your stock options. 
  • Help you to save for your children’s college education. 
  • Help you prudently manage your investment accounts. 
  • Give you advice on whether to refinance your house. 
  • And so much more…

It all starts with a simple conversation. Where are you now and where do you want to be?

Let's Make a Plan!
Financial Planning

Financial Planning

  • Cash flow analysis & budgeting 
  • Goal planning 
  • Debt management 
  • Insurance and risk management 
  • 401(k) investment allocation and stock options 
  • Estate planning 
  • Taxes planning 
  • Retirement projections
Investment Management

Investment Management

  • Risk tolerance analysis
  • Asset allocation
  • Investment selection & management 
  • Retirement projections 

FINANCIAL PLANNING: WHAT TO EXPECT

Whether you have worked with a financial planner, managed everything on your own, or this is the first time you have had an interest in investing, we have the institutional resources to help you in a more personalized boutique fashion.

Step 1: A Casual Conversation
A complimentary 15-30 minute meeting to learn about what you are looking for and how I can help.

Step 2: A Deeper Discussion
We will look at your current financial situation to determine which services can help you most.

Step 3: Goal Development
Based on information you have provided; we will define your goals and begin creating a financial plan that supports your life’s passions.

Step 4: Financial Plan Presentation
I will present your plan covering risk management, investments, taxes, retirement, estate planning and any other specific goals we have
discussed.

Step 5: Creating Your Path
I will support you as you implement your plan for the next two months and will be a reliable pillar in your success moving forward.

PRICING

Fee-only. No commissions. Transparent pricing.

Financial Plan Only

$2,500 - $4,500

Ongoing Planning (Financial Plan Only)

$1,500/Year

 Investment Management (Financial Planning included)

$0 – $2,499,999 Invested: 1.00% Asset Management Fee

$2,500,000 - $4,999,999 Invested: 0.95% Asset Management Fee

$5,000,000 + Invested: .90% Asset Management Fee


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INVESTMENT MANAGEMENT

Once we have your financial plan together, we will have a deeper understanding of your risk tolerance, your goals, and your timeline for reaching them, in addition to a better idea of your tax situation. This information helps us determine how to invest your money in a more tax-efficient manner.