When it comes to making important financial decisions, how you pay your financial advisor really matters.
Some advisors are paid to sell particular products, such as life insurance; others charge transaction fees when buying stocks and bonds, mutual funds and other products; still others charge fees based on the assets they maintain and manage for you.
In all of these cases, the financial recommendations such advisors make can be less than 100% objective.
We are paid only by you, the client, through an annual flat rate. This keeps us focused on ensuring your full range of financial issues are addressed.
When you work with TASMAN Financial Services, you pay an annual retainer fee that is not tied to any decisions you make, so you can rest assured that you are working with an unbiased professional whose only interest is in helping you succeed.
Tasman clients are individuals who want to take a more focused approach to their financial planning. Most have annual incomes of at least $80,000, or net assets of $250,000 or more and have decided they want to do a better job planning for their financial future. Perhaps they are asking themselves: Is my estate where it should be? Will I have enough money at retirement? Am I paying more taxes than I need to? Are my investments working for me?
All of them have one thing in common: they want unbiased advice so they can make informed decisions that will enable them to achieve their financial objectives.
Our retainer fee can vary from $3,000 to $20,000 annually, depending on the level of service required. Typically, the annual cost is in the $5,000–$8,000 range.
None. We are not licensed to sell any product and have no financial stake in any decision you make. That’s why you can be sure you are receiving unbiased, objective advice and guidance.
Absolutely. Our approach is to work with your existing team to take advantage of the contributions they can make toward achieving your financial objectives.
We encourage an open dialogue at all times and are only a phone call away whenever you have something to discuss. In addition, most clients need to see an update on their investments monthly, just to know everything is on track. A comprehensive review is provided every four to six months. This would involve a face-to-face meeting lasting anywhere from 45 minutes to several hours.
Proper planning, operationalizing and monitoring represent an integrated process that cannot be effectively split up. As a result, we offer only a single comprehensive service that covers all three elements in order to maximize the benefits to our clients.
To find out how TASMAN’s personalized approach can help you achieve your financial objectives, contact us today.
301–2039 Robertson Road
1600–401 Bay Street
Our independence from outside influences ensures our comments and recommendations are free of any consideration other than your best interests.
Our objectivity is derived from a clear understanding of the opportunities and risks of all alternatives for your comprehensive financial wealth plan.
Our independence and objectivity results in the thoroughness of our analyses and recommendations to ensure your long-term satisfaction with the contributions we make to your financial peace of mind.
Our 30 years of experience with a variety of clients across spectrums—age, occupation, industries, income levels and net worth—ensures we are able to give you the best advice, deliver the required actions and monitor your progress.
We will be a true partner within your network (your financial and legal team) to bring you solutions to problems you may not be aware of. We’ll also advise you how to take advantage of opportunities you may not even have appreciated.