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Our mission is simple:
We are committed to providing timely, unbiased advice to people from all walks of life. Through the advantages of professional, fee-only planning, we seek to empower our clients to make the best financial decisions possible, so they may grow wealth, reduce stress and reach the personal goals that they desire.
We work solely for you, our client; we do not receive any fees or commissions from any third parties. You pay just for the time your advisor works with you or for you. Just like the as-needed, professional services provided by your doctor, dentist, attorney or CPA, you pay for just the amount of time you use, when you use it.
This type of hourly, as-needed financial planning and advice is a good fit for "do-it-yourselfers" ... competent, self-directed people who periodically need or want a second opinion or validation of their current plans and/or investment portfolio. They prefer, however, to manage some or all of the implementation on their own and typically do not want to "turn-over" the ongoing management of their financial affairs to an advisor. These people can often be "just starting out" -- or they can be quite wealthy. Why should affluent people have to pay for more help and advice than they need or want, just because they make more money or have a greater amount of assets? Why should people just beginning to build for the future be turned away just because they lack high incomes and large asset bases? At GA Bishop and Associates, we don't think that makes sense, either. Correspondingly, we offer the same quality financial planning services and advice to anyone seeking professional assistance and advice. All clients are billed at the same hourly rate, regardless of their financial status.
For instance, your need may be planning for a broad, long-term objective, such as “how can I afford to retire at 65?” Or it may be a key short-term decision that may have long-term ramifications, such as “I just left my job; should I keep my 401(k) at my old employer, or roll it over into an IRA?” In either case, we can help, and you will only pay for the time it takes us to assist you.
To help you reach your important goals, our services may include:
- Personal Financial Planning
- Retirement Planning Strategies
- Tax Planning & Preparation
- Cash Flow Spending Plan
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Ongoing Assistance or Asset Management
- Life and Disability Insurance Needs Analysis
- Second Opinion on Investments or Current Financial Plan
- Financial Seminars for Military, Church and Civic Groups
- Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.
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