COMPREHENSIVE HOLISTIC RECURRING FEE-ONLY FINANCIAL PLANNING / ADVICE, TAX PLANNING AND PREPARATION, AND INVESTMENT MANAGEMENT FROM AN INDEPENDENT PLANNER / ADVISOR IN:

MEMPHIS TENNESSEE

Do you need a financial advisor, find out at this link here!

Our goal is to get you excited about your financial independence and interested in living life on purpose.

• The majority of people we work with come to us seeking financial independence, which has a different meaning for each of us.  At Windfall Wealth Planning PC, we believe financial independence is reached when we have the freedom to do what we want, when we want, without financial concerns.
• Even though financial independence is the main goal for many, we feel that it is the journey toward financial freedom that really counts. It is not just the destination or about the money it is also about peace of mind.  This involves friends, family, adventure, achievement, health, integrity, spirituality, service, personal growth, wisdom, knowledge, and much more along the way.

What is fee-only planning?

• The success of a financial planner should not be based on the number of products a client purchases, but on the success of his or her clients. This is why no referral fees, commissions, or other reimbursements from the implementation of recommendations are accepted.  Ask the insurance agent or the investment broker masquerading around as a financial planner how much they are making from the products they sell.
• Being compensated by a predetermined client fee rather than commissions assures that the financial advice clients receive is unbiased and always in their best interest.
• The fee for objective financial advice is often less than the sales load you would pay on just one mutual fund or insurance product purchased through a commissioned or even fee-based broker.

What makes Windfall Wealth Planning PC different?

• Low Conflict of Interest Fee-Only Basis:  we hold the highest standard of fiduciary duty and objectivity in the industry.  Direct pay, fee-only.  No sales.  No commissions.  We exceed the fee-only standard from most advisors by offering services under the Cambridge model of planning - calculating your fee based on your net worth and net income not assets under management.  We do not focus only on investment assets that are with us at our custodian; we focus on all areas of your financial life.  We do not increase your fee to us by recommending you invest more assets - the recommendations we give are truly in your best interest.
• Holistic Approach to Planning: all the areas of your life are integrated in one overall, comprehensive plan.  Ask an investment planner how much time they are going to focus on your home or auto insurance, or debt/mortgage reduction and leverage or refinancing- will you get any advice on record keeping and spending?  Do not plan on it.  Nor will they cover employee benefits, compensation negotiation, entrepreneurial development, or small business coaching.
• Full Service Retainer: with this open-end retainer, you may visit or call anytime in addition to your regularly scheduled appointments, at no extra cost.
• Education:  we strive to involve our clients in the reasoning behind our recommendations and actions by giving financial explanations in plain English.  We focus on your goals and work with you on all areas of your financial life to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.
• Integration with Taxes:  by our focus on the tax implications into every decision we make, we add to our clients' wealth at a significant rate.  We have over 15 years of tax planning and preparation experience including time with Big Four Accounting Firms, master degrees in taxation, and starting and running a public CPA tax practice.  We hold the Personal Financial Specialist and Certified Public Accountant designations.  See also information on our sister firm, a business bookkeeping, payroll, and tax firm at www.RobinsonCPAFirm.com.
• Advice on Real Estate:  we incorporate real estate as a fundamental category in our planning steps.  A large percentage of most families' wealth is and should be in real estate (a main home, vacation house, rental property, etc).  Why do most financial advisors ignore the significance that real estate plays in determining a family units wealth and the impact it has on other areas of financial importance?

A windfall is not only winning a lottery, an inheritance, or a legal settlement but also is the day you wake up and discover you are making more money than you thought possible and do not know where it is going or where it needs to go - you know you need help, Now you know where to turn.  We will increase this windfall for you over time through our financial planning process.  Year-end and year-out you are going to reminisce about how you just make the best decision of your life.  We are waiting for your call at 901-683-1123 option 1.

Or send us a note using this form below:

Windfall Wealth Planning PC                                      www.WindfallPlanning.com 1007 Oakhaven Road                                      HRobinson@WindfallPlanning.com Memphis TN  38119                                Ph (901) 683-1123  Fax (901) 683-1173