• Monthly Retainer

    At Cofield Advisors we work on a Fee-Only Retainer basis, meaning that we are paid only by you and don't accept outside commissions or sell products. We have 3 tiers of services and they are broken out below. All of these retainer services provide you with a 30-day money back guarantee!

    Silver

    Only Services Listed Below

    Our Silver package is geared toward those in the beginning phase of gaining control of their financial situation. We provide:

    • Financial Coaching 
    • Investment Advice
    • Financial Planning 
    • Insurance review and Risk Management
    • Financial Education Webinars 
    • Budgeting 
    • Debt Management 
    • Annual Credit Check (Credit Consulting)
    • Monthly Call 

     

    Gold

    Services Listed Below & Silver

    Our Gold package is geared toward those who need more in depth services and detailed plans. We Provide:

    • Retirement Planning
    • Investment Planning
    • Student Loan Payoff Plan 
    • Client Access to Advizr software 
    • Account Aggregation 
    • Mortgage Consulting and Other Major Purchases 
    • Investment Account Set up
    • Basic Investment Analysis 

    Platinum

    All Services

    Our Platinum Package is geared toward those who already hold investments and need more complex planning strategies. We assist you with tax advantage strategies and provide recommendations around your portfolio and asset allocation. We provide:

    • Tax Planning
    • Asset Location Strategies
    • Tax Loss Harvesting 
    • End of Year Tax Strategies 
    • Self Employed Retirement Account Set up
    • Business Consulting 
    • Alternative Investment review 
    • Annual Portfolio Re-balancing
    • Advanced analysis of 4o1k & Investment Accounts
    • Discounted on affiliate services (10% off) 

     

     

  • Hourly/Project Based

    We understand that not all clients want to work on a long term basis or may only need individual services and we can accommodate you as well. Our hourly rate is $150/hr and we base our project cost of hours of work needed for completion of task. Below are a few project options:

    Student Loan Repayment Plan

    We take an extensive deep dive into your student loans both private and federal and generate a detailed plan on your best options. Whether that is student loan forgiveness, fastest pay off, or income driven plans we find the most effective and efficient method to pay down these loans.

    One Time Retirement Plan

    Based on your current financial position and retirement goals evaluate if you are currently on track for proper retirement or not. We create for you a comprehensive retirement plan with Monte Carlo Analysis and action steps to get you on the correct path for comfortable retirement.

    Total Debt Repayment Plan

    Debt can be overwhelming and can seem impossible to get from under. Not ANYMORE! This personalized debt payment plan show you how to become debt free. This plan will illustrate which debt to pay off first, how to restructure high interest debt, the total interest saved, and the time in which you will be completely debt free.

    Financial Makeover/Budgeting and Saving

    Are you ready for a complete Financial Makeover!? With this service, we will educate you on how money works and take a personal look into your spending habits. Then we will develop a budgeting and savings plan exclusively for you along with free tools for tracking and implementation. This will change your life!

    All Posts
    ×