PPFA Services
Just like every mountain range offers a unique path to the summit, everyone's financial journey is different. We understand this and offer three distinct service structures tailored to various needs and goals. Each is named after a prominent mountain range, symbolizing the unique challenges and triumphs of your financial journey. Whether you're facing a specific financial hurdle, seeking guidance on your climb to financial independence, or planning for a comfortable and secure retirement, we have a path for you. Explore the options below, and if none quite fit, we offer customized solutions to perfectly match your individual needs.
Great Smokey Mountains
Despite having a strong preference for ongoing relationships that last for 3+ decades, we have a heart for those searching for fiduciary financial planning on a limited basis. As fiduciaries, we give advice that is solely in your best interest. Common projects include:
Acute financial planning issues
Equity Compensation
Second opinions
Your Investment: $250/ Hour
Swiss Alps
Though we specialize in detailed retirement planning, we also have a passion in helping those in pursuit of financial independence. We offer a comprehensive financial planning service where we act as your constant guide - helping you avoid getting lost in the wilderness, and taking the right steps to your end goal: the summit.
Your Investment: $4,000 Annual Minimum fee or 1% AUM Fee. (Billed Quarterly. No investment minimums.)
Himalayas
Ascending Everest is an exhilarating adventure, perhaps the trip of a lifetime. However it comes with inherent risks, such as harsh conditions and the possibility of running out of supplies before you reach the top (Or make it back down, for that matter). Similarly, our detailed retirement planning & advice ensures that you successfully navigate the entirety of your retirement with dignity and independence.
Your Investment: $21,250 Annual fee with a $10,000 initial planning fee. Best for $2.5M+ investable assets. (Billed Quarterly)
Not Sure What’s Best For You?
Let’s figure it out together.
We believe that everyone - and we mean everyone - deserves one great first meeting. One simple conversation, no sales tactics, no pressure.