Padilla Wealth Management is excited to introduce their Plan Confidence™ program to offer guidance and advice specific to the list of investment options within an employee’s employer-sponsored plan. As a participant in the Plan Confidence™ program the prospective client will conduct an initial “Discovery Meeting” with a wealth advisor.
The implementation of the suggested allocation is conducted during that same meeting. Thereafter, on the first of each month, the participant will receive guidance via their Plan Confidence™ account on how to allocate their contributions and re-balance the portfolio, if necessary.
What separates Padilla Wealth Management from other advisory firms is that the Plan Confidence™ program does not require the participant to move any of their plan assets to be professionally managed. As such, Plan Confidence™ participants could potentially see much lower management fees compared to those charged by a traditional financial advisor. Plan Confidence™ provides the client with access to professional investment advice, wealth management software such as eMoney, Riskalyze, and Black Diamond Wealth Reporting, all of which are among the industry standard in financial planning. All of this would typically cost upwards of $1,000 annually but now with Padilla Wealth Management it is available for just $65 a month.
In order to ramp up its service model to the needs of everyone in this time of market uncertainty due to COVID-19, Padilla Wealth Management is allowing new participants to enroll in their Plan Confidence™ program at no cost for the first 30 days. The monthly fee is $65.00 thereafter. There is no minimum to enroll, and you may cancel at any time. “For less than the cost of a daily cup of coffee, you can invest more confidently by having a professional guide you on your second largest asset.” – Dion R. Padilla
If you are interested in learning more about Plan Confidence™ or need assistance with understanding how to take advantage of your employer-sponsored plan, contact Padilla Wealth Management for a complimentary consultation at (210) 223-8700 or via e-mail at firstname.lastname@example.org. You can also view a video on our website here for a brief overview on how Plan Confidence™ works, as well as the other services provided with your subscription.