Home » Banking and Financial Articles » People's Financial Advisor offers investment advice for IRA account holders
People's Financial Advisor offers investment advice for IRA account holders
Technology enables Americans to decide what funds to have inside their IRA accounts
SALIDA, CO, August 21, 2010 /Banking and Financial PR News/ -- People's Financial Advisor (PFA) www.peoplesfinancialadvisor.com , a leading provider of online fiduciary financial planning services, today unveiled that its Financial Plan includes specific guidance which investments to make inside people's IRA accounts.
Mr. Robert Schumann, Chief Advice Officer at People's Financial Advisor explains:
"Employees that change jobs and roll over their 401k plan or other employer sponsored retirement account to an IRA account are lost. While employed they could get help with investment decision through their employer. Now they are on their own. They need un-biased advice how to invest their money."
People's Financial Advisor leverages its online interview technology to "discuss" with the client his/her situation and provides a personalized fiduciary investment advice. The process includes analysis of ones entire financial situation including real estate, retirement and non-retirement savings, assets and liabilities. The advice is a written report with asset allocation and specific funds selection inside and outside ones IRA account.
Mr. Schumann continues: "It is critical to look at the entire picture before making any specific security selection recommendation. Our proprietary technology allows our clients to engage us from their home through the Internet and avoid wasting time and money in travel and in office meetings. We are able to complete the entire service and offer a Financial Plan PLUS IRA investment advice for $99 only."
Mr. David Ron, Co-Founder & CEO of People's Financial Advisor said: "We tell people what is the risk level they should assume rather than ask them for the risk level they are comfortable with. The level of risk one assumes has a significant impact on the recommended asset allocation and it is our responsibility as their professional advisor to assist them with this challenging issue."
FinancialAdvice4Me, LLC is a leading provider of fiduciary financial planning services. Designed to help Middle America gain financial independence and peace of mind, convenient online services are balanced with interactive advisor consultations. FinancialAdvice4Me offers a robust portfolio of services, based on a proven behavioral financial approach, known as the Cambridge Methodology. Services include a free online assessment, online financial planning development tools and advice dealing with all aspects of financial decisions, opportunities and options. For further information, please visit http://www.PeoplesFinancialAdvisor.com.
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Press Release Contact Information:
Bob Schumann
FinancialAdvice4Me, LLC
Chief Advice Officer
134 F. Street
Salida, CO
USA 81201
Voice: 720 897 7966
Fax: 480 287 9293
Website: Visit Our Website |
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