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O'Brien Capital Management - Financial Planning and Investment Management - Goals and Dreams

Like most people you may wonder if you will be financially prepared for a retirement that will sustain your desired quality of life. We provide exceptional value to the individual who desires a deeply personal approach. Everything we do revolves around your goals. Our method of comprehensive wealth management begins by gaining a thorough understanding of your financial and life goals. An area we work on daily is retirement planning.

As a consultant he prepares second opinions on investment portfolios, advice on retirement planning, college funding strategies and advice on all other facets of personal finance. He charges by the hour and fixed pricing is available for financial plans. There aren’t that many financial planners in the area that offer these services by the hour, as most advisors are only interested in taking your money.

John believes that by offering this service he can start to build a relationship with his clients who will in turn recommend his services to their friends and colleagues or be comfortable enough to have John manage their investments for them. However unique your dreams may be, OCM will work with you to craft a financial road map in order to achieve those goals. Your goals become the focus our efforts. With OCM, you can count on building a long term professional relationship with a trusted financial advisor.

 

Fee Structure

Our comprehensive wealth management planning services are fee only. We offer financial planning and investment advisory services.

Hourly fees for planning services are $150. Fixed pricing for financial plans are available.

A standard rate of 1% (yearly rate, paid quarterly) of assets under management is charged for investment advisory services. Minimum investment is $100,000.

 

 



“A goal without a plan is just a wish”
—Antoine de Saint-Exupery

This site may include these subjects:; Certified Financial Planner, Personal Finance, Retirement Fund, IRA, Tax Advice, College Fund, Savings Plan, Investment Advisor




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