Frequently Asked Questions
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.
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.
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.
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.