Service Offerings

Comprehensive Financial, Tax, and Investment Planning

Our core offering at Pitzl Financial includes comprehensive and coordinated financial planning and investment management in a bundled offering. We partner with our clients through every phase of life and are there to be a resource and a guide for anything and everything your personal finances touch. We seek a collaborative and engaged relationship where we work together to Design, Build and Protect a complete, yet flexible and resilient financial plan.

Whether you are seeking to better understand and manage the incentive stock compensation you receive from your company, navigate the transition into retirement, or ensure that your investment allocation is appropriate, our team is here to be a thinking partner and advisor to help you make decisions with clarity and confidence.

By combining the personal attention of a boutique firm with the depth and breadth of resources of industry giants, we offer a thoughtful and safe place for all of your family’s financial affairs to be addressed – Your Personal Boardroom^™.

Fees for this engagement are based on assets under management / advisement. We do not manage investments on behalf of clients without engaging in the financial planning process.

 

Retirement Readiness: Distributions, Cash Flow, and Tax Planning for Retirees and Pre-Retirees

We will engage with clients on a project basis to assist in mapping out the transition from the working world into retirement. The wide variety of decisions and timing that occur in this phase of life are where we often see the most amount of money “left on the floor” as a result of sub-optimal planning.

This offering includes decisions around the timing of Social Security and pension plans, what accounts to withdraw from to supplement or provide income, how long your money will last, and general commentary on your current portfolio structure. All of these decisions result in significant tax implications that will be considered throughout the planning engagement.

These engagements are billed on a project basis and typically range from $2,500 - $5,000. We do not provide specific investment recommendations under this arrangement.

HYPE – Helping Young People Excel

This engagement is designed to help young professionals, newlyweds, and new parents establish sound financial habits and objectives. Healthy habits and consistency are two of the biggest ingredients that lead to building and growing wealth over time.

Albert Einstein’s famous quote that “Compound interest is the 8th wonder of the world…” does not solely apply to money. Ideas and good habits compound on top of each other, and what seems like something small now can turn into something truly magnificent over time.

Fees for this engagement are based on an annual fee of $2,000 or $3,000 depending on the level of services provided, with flexible billing options (monthly, quarterly, annually) available.