|
Welcome! Before you drill down further, using the menu at the left, spend a moment to read the content on this page. It will help you to learn more about the financial help GA Bishop and Associates, LLC provides to individuals, families and businesses by giving you a high level overview of how we are presenting to you the financial services we offer.
You can see on the menu on the left that we have separated the financial help that we provide into three sections: Personal, Near or In Retirement, and Businesses.
If you are looking for assistance with financial issues or planning in your personal life and are at least 3 or more years from retirement, click on Personal. There you will find three subsections that group our various financial services that we provide for individuals and families:
-
Problem Solving: we find that many people may have just one or two specific financial issues that they need help with and are priorities in their lives. They may not need or want a coordinated financial plan at this time, but they do want some expert advice and assistance with a pressing issue. Our "Problem Solving" subsection covers our approach to that situation.
-
Financial Planning: here you will find the more traditional services typically offered by a CERTIFIED FINANCIAL PLANNERTM Professional. You can select one or more modules, as best fits your current needs and desires. Please note if you combine more than one module, the total price may be less than you would expect by just summing up the price ranges for each of the individual modules, because some work effort is only done once, but benefits multiple modules.
-
Investments: while Investment Planning is one of the modules offered in the Financial Planning subsection, investment recommendations are like a loaf of bread; they go stale over time as the world changes. Therefore, we offer three separate approaches to help you manage your investments over time: two that are self-directed by you, the client, and one that is managed by GA Bishop and Associates, LLC. We believe that three approaches are necessary to serve our clients in the best possible way. Those who prefer to maintain a fixed, neutral asset allocation can choose simply to pay our hourly rate for periodic portfolio review meetings. Those who want to take advantage of asset class pricing inefficiencies that occur from time-to-time can choose from one of two approaches designed to increase return and reduce risk over time, depending on the level of involvement that you wish to have on an ongoing basis.
If you are within three years of retirement, or in retirement, you may be interested in learning about our Advanced Security Compound Earnings Techniques, a solution we have developed for our retired clients designed to provide them with the potential for a higher standard of living in retirement, without increasing the risk that they will outlive their money. There you will find three subsections that better explain ASCET:
-
Inception of ASCET: the impetus behind our creation of ASCET
-
The ASCET Approach: a discussion of the design and implementation of ASCET
-
Other Considerations: some other factors that are important to the success of ASCET
We also off services designed specifically for businesses. Click on the Businesses link in the menu at the left to see if these services might be right for your business.
|