Sailor Financial is a unique firm offering fee-only financial planning and advice on an hourly, as-needed basis.
This approach provides you the flexibility to engage us on a one-time, as-needed, or ongoing basis.
You are well-suited for our style of financial planning if:
- You want to work with an independent, fee-only firm i.e., a firm which is compensated solely and directly by you and which receives no commissions.
- You do not want or need a full-time financial planner, but you do need access to unbiased, professional advice on a periodic and as-needed basis.
- You want validation that you’re on the right path i.e., you would value a relationship with an objective professional, but don't want to pay someone to fill out forms and make phone calls.
If our approach sounds like a good fit, we invite you to explore our site and learn more about how our distinctive service offering can benefit you.
When you’re ready to take the next step toward a secure financial future, let us know. Send us an e-mail, set-up a free consultation, or call us at 651-373-9499.
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