Our Services

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Schedule a Strategy Session

Fee-Based Financial Planning

Investment Asset Management

Insurance-backed Products

Distribution Plan Process

Strategy Session #1

  • Read and sign copy of the “Strategy Session Disclosure”
  • Information gathering
  • Homework assignments
  • Schedule new appointment

Strategy Session #2

  • Collect homework
  • Outline distribution plan options
  • Quote financial planning fee
  • Homework assignments

Planning Session #1

  • Sign financial planning agreement
  • Complete risk tolerance questionnaire
  • Distribution plan review
  • Account statements

Planning Session #2

  • Deliver ADV Part 2, A and B
  • Sign account profiles
  • Sign bucket 2 & 3 applications
  • Distribution plan review

Planning Session #3

  • Finish application paperwork
  • Long term care options
  • Long term applications

Implementation Session

  • Deliver implementation plan
  • Collect financial planning fee
  • Schedule annual review session
Schedule a Strategy Session
Copyright © 2020 Personal Economics
Hoyt Robey
Certified Financial Fiduciary®
Hoyt Robey is an Investment Advisor Representative
with TownSquare Capital, LLC, a SEC Registered Investment Advisor.
5314 River Run Dr, Suite 210, Provo, UT 84604
 
Investment Advisor Representatives with and Advisory Services offered through Town Square Capital, LLC, a SEC Registered Investment Advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. TownSquare is not affiliated with any other named entity.