The term “financial plan” sounds simple enough until you sit down to start it. Developing an effective financial plan is no easy task, and the process can be complex. The path from Point A to Point B could be riddled with potholes or forks in the road, which can make staying on track difficult.
This is why many people turn to a financial advisor for help, especially as they approach retirement. However, too many people hesitate to find a financial partner because they’re tired of advisors who aren’t 100% focused on their goals and serve more like salesmen than guides.
You deserve the opportunity to pursue your financial goals and to have a financial advisor by your side who has the proper skills, knowledge, objectivity, and motivation to help you avoid common pitfalls and make prudent decisions. We want to fill this role for you.
How Can Mutual Trust Advisory Group Help?
Retirement is one of life’s greatest milestones and, as a result, many pre-retirees are worried about making the leap. Have they saved enough money? Will they be able to maintain their current standard of living? When should they claim Social Security?
Specializing in serving affluent individuals and pre-retirees, our goal is to help them realize their retirement dreams and overcome the insecurities that come with taking this significant step. Through financial planning, retirement consulting, and asset management, we endeavor to help people make smart decisions with their money and assist them as they strive to build and maintain wealth over time. This is done in a technically competent and caring manner that is designed to reduce anxiety about money.
How We Work
Our process starts with an introductory "Personal Needs Assessment" meeting, designed to allow you to share basic information about yourself and help us understand your goals and objectives. Before we jump into any financial details, we want to get to know you, your concerns, and your retirement dreams. This helps us gauge which strategies may be most appropriate for you.
From there, we move to our "Strategic Planning Phase" where we shape and define a tailored client-advisor relationship based on the scope of the work. We’ll provide you with our recommendations and help you decide which route makes the most sense for you. Throughout the development and implementation plan, we’re here for you every step of the way, answering your questions and offering objective advice.
Why Clients Choose Us
Ultimately, we believe clients rely on us because of our independence and straightforward, fee-only structure and objective approach to financial planning. Every person’s financial situations and goals are unique, and therefore they deserve a personalized approach to planning and investing. Through our customized personal approach, we listen, evaluate, and create individualized solutions for our clients with objectivity and high ethical standards.
Throughout the process of developing your financial strategies, we aim to remain completely transparent, from the recommendations we make to the fees we charge. We believe confidence requires knowledge, so we aim to empower you with objective information to make informed decisions. There’s no greater satisfaction for us than when we can help alleviate the stress of planning and help someone feel confident in their future.
Our practical planning approach is designed to bring more balance to our clients’ lives, allowing them to focus more of their time, energy, and resources on what matters most to them.
Taking the Next Step
Deciding when and how to retire is one of the most difficult decisions you will make in life, but you don’t have to make the hard choices alone. With a supportive team of professionals, we offer a broad range of retirement planning services that help us develop a strategy customized to your individual income needs and financial goals.
If you’d like to learn more about our innovative process and how we may be able to help you tackle your next milestone, reach out to us for a complimentary second opinion by calling (239) 204-4333 or emailing email@example.com.
Scott R. Schatzle, CFP® is a financial advisor and the owner of Mutual Trust Advisory Group, an independent, fee-only financial planning firm that specializes in helping successful individuals, families, and retirees. Scott brings more than 13 years of industry experience to the table, along with specialized training in and knowledge of comprehensive financial planning. Working closely with each of his clients, he strives to assist people in making smart decisions around their money to help them build and maintain wealth over time. Based in Fort Myers, Florida, he works with clients in Estero, Bonita Springs, Fort Myers, and Naples. To learn more about Scott and his firm’s services, call (239) 204-4333, email firstname.lastname@example.org, or connect with him on LinkedIn.
Mutual Trust Advisory Group is registered as an investment advisor with the state of Florida and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
All investments and strategies have the potential for profit or loss. There are no assurances that a client’s portfolio will match or exceed any particular benchmark.