Our Process
We believe Early Retirement is based on 4 crucial foundations
- Cash Flow Management
- Investment Positioning
- Tax Planning
- Estate Preservation
When we work with clients we take each of these four things into careful consideration. When any of the four foundations are out of balance you are likely experiencing some form of anxiety. We want to bring order and balance to these foundations. Everything we talk about is based upon that goal, because when these four things are in balance you and your family can begin taking steps toward Retiring ASAP!
Complimentary Appointments
Our initial consultation is a complimentary meeting, lasting up to 1 hour.
This is your chance to get to know our family and for us to get to know you. We want to see if we can find a way to help you Retire ASAP! During this meeting, you should feel free to ask anything about Fike Advisors’ process, investment philosophy, or any other questions you may have. We will have a series of questions for you as well. We try to utilize this meeting to set clear expectations for what we will be working on, together with you.
Fee Structure
The biggest question when working with a financial advisor is usually “How do you get paid?”
This is such an important question because more often than not this is never made clear to clients by other advisors.
There are three common ways a financial professional can be paid:
- Assets Under Management Fee
- Hourly Fee
- Commission